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

Whittier Trust’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
2022
Q1 		– Sell
-65
Closed -$4K – 1718
2021
Q4 		$4K Hold
65
– – ﹤0.01% 1435
2021
Q3 		$4K Buy
+65
New +$3.9K ﹤0.01% 1352

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Whittier Trust's FTSM Position: Q1 2022 in Review

Whittier Trust sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q1 2022, closing a stake of 65 shares — an estimated $4K sold.

Whittier Trust first reported a position in FTSM in Q3 2021 and held it in 2 quarters. The position peaked at $4K in Q4 2021. 291 funds tracked by Wall St. Rank hold FTSM as of Q1 2022.

  • Whittier Trust reported no remaining First Trust Enhanced Short Maturity ETF position as of Q1 2022 after selling out during the quarter.
  • Whittier Trust sold 65 First Trust Enhanced Short Maturity ETF shares in Q1 2022, an estimated $4K.
  • Whittier Trust first reported a position in First Trust Enhanced Short Maturity ETF in Q3 2021 and held it in 2 quarters.
  • Whittier Trust's First Trust Enhanced Short Maturity ETF position peaked at $4K in Q4 2021.
  • 291 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q1 2022.

Based on Whittier Trust's 13F filing for Q1 2022, filed 29 Apr 2022.