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Sanchez Wealth Management Group’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Sanchez Wealth Management Group’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
2019
Q2 		– Sell
-89,793
Closed -$5.39M – 25
2019
Q1 		$5.39M Buy
89,793
+489
+0.5% +$29.3K 4.81% 10
2018
Q4 		$5.34M Buy
89,304
+81,485
+1,042% +$4.89M 5.9% 8
2018
Q3 		$469K Buy
+7,819
New +$469K 0.48% 16

Other funds holding FTSM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PA
Planning Alternatives Birmingham, Michigan $775M AUM 18.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Sanchez Wealth Management Group's FTSM Position: Q2 2019 in Review

Sanchez Wealth Management Group sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q2 2019, closing a stake of 89,793 shares — an estimated $5.39M sold.

Sanchez Wealth Management Group first reported a position in FTSM in Q3 2018 and held it in 3 quarters. The position peaked at $5.39M in Q1 2019. 211 funds tracked by Wall St. Rank hold FTSM as of Q2 2019.

  • Sanchez Wealth Management Group reported no remaining First Trust Enhanced Short Maturity ETF position as of Q2 2019 after selling out during the quarter.
  • Sanchez Wealth Management Group sold 89,793 First Trust Enhanced Short Maturity ETF shares in Q2 2019, an estimated $5.39M.
  • Sanchez Wealth Management Group first reported a position in First Trust Enhanced Short Maturity ETF in Q3 2018 and held it in 3 quarters.
  • Sanchez Wealth Management Group's First Trust Enhanced Short Maturity ETF position peaked at $5.39M in Q1 2019.
  • 211 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2019.

Based on Sanchez Wealth Management Group's 13F filing for Q2 2019, filed 31 Jul 2019.