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Winch Advisory Services’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Winch Advisory Services’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
-54,385
Closed -$3.25M – 383
2018
Q4 		$3.25M Buy
+54,385
New +$3.26M 1.81% 16

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PA
Planning Alternatives Birmingham, Michigan $933M AUM 28.32% 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 $18.2B AUM 22.02% 1-Year Est. Return

Winch Advisory Services's FTSM Position: Q1 2019 in Review

Winch Advisory Services sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q1 2019, closing a stake of 54,385 shares — an estimated $3.25M sold.

Winch Advisory Services first reported a position in FTSM in Q4 2018 and held it in 1 quarter. The position peaked at $3.25M in Q4 2018. 210 funds tracked by Wall St. Rank hold FTSM as of Q1 2019.

  • Winch Advisory Services reported no remaining First Trust Enhanced Short Maturity ETF position as of Q1 2019 after selling out during the quarter.
  • Winch Advisory Services sold 54,385 First Trust Enhanced Short Maturity ETF shares in Q1 2019, an estimated $3.25M.
  • Winch Advisory Services first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2018 and held it in 1 quarter.
  • Winch Advisory Services's First Trust Enhanced Short Maturity ETF position peaked at $3.25M in Q4 2018.
  • 210 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q1 2019.

Based on Winch Advisory Services's 13F filing for Q1 2019, filed 13 May 2019.