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West Paces Advisors’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

West Paces 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
-150
Closed -$9.01K – 433
2020
Q4 		$9.01K Buy
+150
New +$9.01K ﹤0.01% 327

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
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
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

West Paces Advisors's FTSM Position: Q1 2021 in Review

West Paces Advisors sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q1 2021, closing a stake of 150 shares — an estimated $9.01K sold.

West Paces Advisors first reported a position in FTSM in Q4 2020 and held it in 1 quarter. The position peaked at $9.01K in Q4 2020. 276 funds tracked by Wall St. Rank hold FTSM as of Q1 2021.

  • West Paces Advisors reported no remaining First Trust Enhanced Short Maturity ETF position as of Q1 2021 after selling out during the quarter.
  • West Paces Advisors sold 150 First Trust Enhanced Short Maturity ETF shares in Q1 2021, an estimated $9.01K.
  • West Paces Advisors first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2020 and held it in 1 quarter.
  • West Paces Advisors's First Trust Enhanced Short Maturity ETF position peaked at $9.01K in Q4 2020.
  • 276 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q1 2021.

Based on West Paces Advisors's 13F filing for Q1 2021, filed 20 Dec 2023.