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StrategIQ Financial Group’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

StrategIQ Financial 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
2020
Q4 		– Sell
-3,700
Closed -$222K – 204
2020
Q3 		$222K Sell
3,700
-3,000
-45% -$180K 0.06% 179
2020
Q2 		$402K Buy
6,700
+3,000
+81% +$179K 0.11% 137
2020
Q1 		$218K Buy
+3,700
New +$221K 0.07% 169

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

StrategIQ Financial Group's FTSM Position: Q4 2020 in Review

StrategIQ Financial Group sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q4 2020, closing a stake of 3,700 shares — an estimated $222K sold.

StrategIQ Financial Group first reported a position in FTSM in Q1 2020 and held it in 3 quarters. The position peaked at $402K in Q2 2020. 284 funds tracked by Wall St. Rank hold FTSM as of Q4 2020.

  • StrategIQ Financial Group reported no remaining First Trust Enhanced Short Maturity ETF position as of Q4 2020 after selling out during the quarter.
  • StrategIQ Financial Group sold 3,700 First Trust Enhanced Short Maturity ETF shares in Q4 2020, an estimated $222K.
  • StrategIQ Financial Group first reported a position in First Trust Enhanced Short Maturity ETF in Q1 2020 and held it in 3 quarters.
  • StrategIQ Financial Group's First Trust Enhanced Short Maturity ETF position peaked at $402K in Q2 2020.
  • 284 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q4 2020.

Based on StrategIQ Financial Group's 13F filing for Q4 2020, filed 29 Jan 2021.