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

Spectrum 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
2018 Q2	–	Sell	-780	Closed	-$47K	–	244
2018 Q1	$47K	Hold	780	–	–	0.02%	126
2017 Q4	$47K	Buy	780 +430	+123%	+$25.8K	0.02%	127
2017 Q3	$21K	Buy	+350	New	+$21K	0.01%	231

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

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

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

RJA

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

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

Spectrum Management Group's FTSM Position: Q2 2018 in Review

Spectrum Management Group sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q2 2018, closing a stake of 780 shares — an estimated $47K sold.

Spectrum Management Group first reported a position in FTSM in Q3 2017 and held it in 3 quarters. The position peaked at $47K in Q1 2018. 145 funds tracked by Wall St. Rank hold FTSM as of Q2 2018.

Spectrum Management Group reported no remaining First Trust Enhanced Short Maturity ETF position as of Q2 2018 after selling out during the quarter.
Spectrum Management Group sold 780 First Trust Enhanced Short Maturity ETF shares in Q2 2018, an estimated $47K.
Spectrum Management Group first reported a position in First Trust Enhanced Short Maturity ETF in Q3 2017 and held it in 3 quarters.
Spectrum Management Group's First Trust Enhanced Short Maturity ETF position peaked at $47K in Q1 2018.
145 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2018.

Based on Spectrum Management Group's 13F filing for Q2 2018, filed 30 Jul 2018.