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Winslow Evans & Crocker’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Winslow Evans & Crocker’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
2020
Q4 		$5K Buy
+85
New +$5.1K ﹤0.01% 1084
2017
Q3 		– Sell
-690
Closed -$41.4K – 1157
2017
Q2 		$41.4K Buy
+690
New +$41.4K 0.01% 595
2015
Q2 		– Sell
-4,844
Closed -$291K – 1325
2015
Q1 		$291K Buy
4,844
+2,130
+78% +$128K 0.08% 246
2014
Q4 		$163K Buy
+2,714
New +$163K 0.05% 318

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Winslow Evans & Crocker's FTSM Position: Q4 2020 in Review

Winslow Evans & Crocker opened a new position in First Trust Enhanced Short Maturity ETF (FTSM) in Q4 2020: 85 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #1084 among its holdings. This is a return to the name: Winslow Evans & Crocker previously reported a position in FTSM as recently as Q2 2017.

Winslow Evans & Crocker first reported a position in FTSM in Q4 2014 and has held it in 4 quarters since. The position peaked at $291K in Q1 2015. 284 funds tracked by Wall St. Rank hold FTSM as of Q4 2020.

  • Winslow Evans & Crocker held 85 shares of First Trust Enhanced Short Maturity ETF worth $5K as of Q4 2020.
  • First Trust Enhanced Short Maturity ETF was a new Winslow Evans & Crocker position in Q4 2020.
  • First Trust Enhanced Short Maturity ETF made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #1084 holding.
  • Winslow Evans & Crocker first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2014 and has held it in 4 quarters since.
  • Winslow Evans & Crocker's First Trust Enhanced Short Maturity ETF position peaked at $291K in Q1 2015.
  • 284 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.