WTC
FTSM icon

WhitTier Trust Company’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

WhitTier Trust Company’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
2019
Q1 		– Sell
-256
Closed -$15K – 1018
2018
Q4 		$15K Buy
+256
New +$15.3K ﹤0.01% 775

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PA
Planning Alternatives Birmingham, Michigan $775M AUM 18.57% 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

WhitTier Trust Company's FTSM Position: Q1 2019 in Review

WhitTier Trust Company sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q1 2019, closing a stake of 256 shares — an estimated $15K sold.

WhitTier Trust Company first reported a position in FTSM in Q4 2018 and held it in 1 quarter. The position peaked at $15K in Q4 2018. 210 funds tracked by Wall St. Rank hold FTSM as of Q1 2019.

  • WhitTier Trust Company reported no remaining First Trust Enhanced Short Maturity ETF position as of Q1 2019 after selling out during the quarter.
  • WhitTier Trust Company sold 256 First Trust Enhanced Short Maturity ETF shares in Q1 2019, an estimated $15K.
  • WhitTier Trust Company first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2018 and held it in 1 quarter.
  • WhitTier Trust Company's First Trust Enhanced Short Maturity ETF position peaked at $15K in Q4 2018.
  • 210 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q1 2019.

Based on WhitTier Trust Company's 13F filing for Q1 2019, filed 29 Apr 2019.