Wealthstreet Investment Advisors’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Wealthstreet Investment 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 Q3	–	Sell	-3,687	Closed	-$221K	–	77
2021 Q2	$221K	Sell	3,687 -7,860	-68%	-$471K	1.15%	28
2021 Q1	$692K	Sell	11,547 -1,000	-8%	-$60K	0.07%	214
2020 Q4	$753K	Sell	12,547 -1,990	-14%	-$120K	0.08%	190
2020 Q3	$872K	Sell	14,537 -1,012	-7%	-$60.8K	0.1%	163
2020 Q2	$933K	Buy	15,549 +6,770	+77%	+$404K	0.11%	147
2020 Q1	$518K	Sell	8,779 -3,499	-28%	-$209K	0.08%	182
2019 Q4	$737K	Buy	12,278 +510	+4%	+$30.7K	0.09%	187
2019 Q3	$708K	Buy	11,768 +2,997	+34%	+$180K	0.09%	181
2019 Q2	$526K	Buy	8,771 +501	+6%	+$30.1K	0.07%	217
2019 Q1	$496K	Buy	8,270 +4,670	+130%	+$280K	0.07%	229
2018 Q4	$216K	Hold	3,600	–	–	0.03%	305
2018 Q3	$216K	Buy	+3,600	New	+$216K	0.03%	329

Other funds holding FTSM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 $18.2B AUM 22.02% 1-Year Est. Return

RJFSA

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Wealthstreet Investment Advisors's FTSM Position: Q3 2021 in Review

Wealthstreet Investment Advisors sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q3 2021, closing a stake of 3,687 shares — an estimated $221K sold.

Wealthstreet Investment Advisors first reported a position in FTSM in Q3 2018 and held it in 12 quarters. The position peaked at $933K in Q2 2020. 262 funds tracked by Wall St. Rank hold FTSM as of Q3 2021.

Wealthstreet Investment Advisors reported no remaining First Trust Enhanced Short Maturity ETF position as of Q3 2021 after selling out during the quarter.
Wealthstreet Investment Advisors sold 3,687 First Trust Enhanced Short Maturity ETF shares in Q3 2021, an estimated $221K.
Wealthstreet Investment Advisors first reported a position in First Trust Enhanced Short Maturity ETF in Q3 2018 and held it in 12 quarters.
Wealthstreet Investment Advisors's First Trust Enhanced Short Maturity ETF position peaked at $933K in Q2 2020.
262 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q3 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q3 2021, filed 2 Nov 2021.