Sage Advisory Services’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Sage Advisory Services’s Portfolio FTSM Stock Details FTSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-14,733	Closed	-$885K	–	53
2019 Q4	$885K	Buy	14,733 +196	+1%	+$11.8K	0.28%	41
2019 Q3	$873K	Sell	14,537 -74,815	-84%	-$4.5M	0.29%	34
2019 Q2	$5.36M	Buy	89,352 +80,606	+922%	+$4.84M	1.57%	22
2019 Q1	$524K	Buy	+8,746	New	+$525K	0.05%	46

Other funds holding FTSM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

Sage Advisory Services's FTSM Position: Q1 2020 in Review

Sage Advisory Services sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q1 2020, closing a stake of 14,733 shares — an estimated $885K sold.

Sage Advisory Services first reported a position in FTSM in Q1 2019 and held it in 4 quarters. The position peaked at $5.36M in Q2 2019. 237 funds tracked by Wall St. Rank hold FTSM as of Q1 2020.

Sage Advisory Services reported no remaining First Trust Enhanced Short Maturity ETF position as of Q1 2020 after selling out during the quarter.
Sage Advisory Services sold 14,733 First Trust Enhanced Short Maturity ETF shares in Q1 2020, an estimated $885K.
Sage Advisory Services first reported a position in First Trust Enhanced Short Maturity ETF in Q1 2019 and held it in 4 quarters.
Sage Advisory Services's First Trust Enhanced Short Maturity ETF position peaked at $5.36M in Q2 2019.
237 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q1 2020.

Based on Sage Advisory Services's 13F filing for Q1 2020, filed 30 Apr 2020.