TRUE Private Wealth Advisors’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

TRUE Private Wealth Advisors’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
2021 Q1	–	Sell	-1,752	Closed	-$105K	–	414
2020 Q4	$105K	Hold	1,752	–	–	0.02%	267
2020 Q3	$105K	Hold	1,752	–	–	0.02%	241
2020 Q2	$105K	Buy	1,752 +1	+0.1%	+$60	0.02%	230
2020 Q1	$103K	Hold	1,751	–	–	0.02%	202
2019 Q4	$105K	Buy	+1,751	New	+$105K	0.02%	281
2019 Q3	–	Sell	-1,751	Closed	-$105K	–	412
2019 Q2	$105K	Buy	+1,751	New	+$105K	0.02%	254
2018 Q4	–	Sell	-1,750	Closed	-$105K	–	500
2018 Q3	$105K	Buy	+1,750	New	+$105K	0.01%	350

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

RJFSA

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

TRUE Private Wealth Advisors's FTSM Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q1 2021, closing a stake of 1,752 shares — an estimated $105K sold.

TRUE Private Wealth Advisors first reported a position in FTSM in Q3 2018 and held it in 7 quarters. The position peaked at $105K in Q3 2018. 276 funds tracked by Wall St. Rank hold FTSM as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining First Trust Enhanced Short Maturity ETF position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 1,752 First Trust Enhanced Short Maturity ETF shares in Q1 2021, an estimated $105K.
TRUE Private Wealth Advisors first reported a position in First Trust Enhanced Short Maturity ETF in Q3 2018 and held it in 7 quarters.
TRUE Private Wealth Advisors's First Trust Enhanced Short Maturity ETF position peaked at $105K in Q3 2018.
276 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.