Woodward Diversified Capital’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Woodward Diversified Capital’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	-6,300	Closed	-$377K	–	171
2021 Q4	$377K	Sell	6,300 -1,700	-21%	-$102K	0.22%	115
2021 Q3	$480K	Sell	8,000 -33,000	-80%	-$1.98M	0.3%	92
2021 Q2	$2.46M	Hold	41,000	–	–	1.4%	12
2021 Q1	$2.46M	Sell	41,000 -9,000	-18%	-$540K	1.45%	11
2020 Q4	$3M	Buy	+50,000	New	+$3M	1.95%	9

Other funds holding FTSM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Woodward Diversified Capital's FTSM Position: Q1 2022 in Review

Woodward Diversified Capital sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q1 2022, closing a stake of 6,300 shares — an estimated $377K sold.

Woodward Diversified Capital first reported a position in FTSM in Q4 2020 and held it in 5 quarters. The position peaked at $3M in Q4 2020. 291 funds tracked by Wall St. Rank hold FTSM as of Q1 2022.

Woodward Diversified Capital reported no remaining First Trust Enhanced Short Maturity ETF position as of Q1 2022 after selling out during the quarter.
Woodward Diversified Capital sold 6,300 First Trust Enhanced Short Maturity ETF shares in Q1 2022, an estimated $377K.
Woodward Diversified Capital first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2020 and held it in 5 quarters.
Woodward Diversified Capital's First Trust Enhanced Short Maturity ETF position peaked at $3M in Q4 2020.
291 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q1 2022.

Based on Woodward Diversified Capital's 13F filing for Q1 2022, filed 14 Apr 2022.