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

WFG 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
2017
Q2 		$30K Hold
500
– – 0.01% 839
2017
Q1 		$30K Hold
500
– – 0.01% 797
2016
Q4 		$30K Hold
500
– – 0.01% 840
2016
Q3 		$30K Buy
+500
New +$30K 0.01% 837

Other funds holding FTSM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HA
Hays Advisory Franklin, Tennessee $157M AUM 9.67% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
PFA
Pinnacle Family Advisors Springfield, Missouri $238M AUM 28.94% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WFG Advisors's FTSM Position: Q2 2017 in Review

WFG Advisors held its First Trust Enhanced Short Maturity ETF (FTSM) position steady in Q2 2017 at 500 shares worth $30K. The position accounts for 0.01% of the portfolio, ranked #839.

WFG Advisors first reported a position in FTSM in Q3 2016 and has held it in 4 quarters since. 73 funds tracked by Wall St. Rank hold FTSM as of Q2 2017.

  • WFG Advisors held 500 shares of First Trust Enhanced Short Maturity ETF worth $30K as of Q2 2017.
  • WFG Advisors left its First Trust Enhanced Short Maturity ETF share count unchanged in Q2 2017.
  • First Trust Enhanced Short Maturity ETF made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #839 holding.
  • WFG Advisors first reported a position in First Trust Enhanced Short Maturity ETF in Q3 2016 and has held it in 4 quarters since.
  • 73 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.