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

Williams Financial’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
Q2 		– Sell
-6,407
Closed -$384K – 50
2021
Q1 		$384K Buy
+6,407
New +$385K 0.33% 32

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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Williams Financial's FTSM Position: Q2 2021 in Review

Williams Financial sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q2 2021, closing a stake of 6,407 shares — an estimated $384K sold.

Williams Financial first reported a position in FTSM in Q1 2021 and held it in 1 quarter. The position peaked at $384K in Q1 2021. 264 funds tracked by Wall St. Rank hold FTSM as of Q2 2021.

  • Williams Financial reported no remaining First Trust Enhanced Short Maturity ETF position as of Q2 2021 after selling out during the quarter.
  • Williams Financial sold 6,407 First Trust Enhanced Short Maturity ETF shares in Q2 2021, an estimated $384K.
  • Williams Financial first reported a position in First Trust Enhanced Short Maturity ETF in Q1 2021 and held it in 1 quarter.
  • Williams Financial's First Trust Enhanced Short Maturity ETF position peaked at $384K in Q1 2021.
  • 264 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2021.

Based on Williams Financial's 13F filing for Q2 2021, filed 14 Jul 2021.