ZIM
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Zacks Investment Management’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Zacks Investment Management’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
Q3 		– Sell
-4,485
Closed -$269K – 527
2020
Q2 		$269K Buy
+4,485
New +$268K 0.01% 451

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Zacks Investment Management's FTSM Position: Q3 2020 in Review

Zacks Investment Management sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q3 2020, closing a stake of 4,485 shares — an estimated $269K sold.

Zacks Investment Management first reported a position in FTSM in Q2 2020 and held it in 1 quarter. The position peaked at $269K in Q2 2020. 253 funds tracked by Wall St. Rank hold FTSM as of Q3 2020.

  • Zacks Investment Management reported no remaining First Trust Enhanced Short Maturity ETF position as of Q3 2020 after selling out during the quarter.
  • Zacks Investment Management sold 4,485 First Trust Enhanced Short Maturity ETF shares in Q3 2020, an estimated $269K.
  • Zacks Investment Management first reported a position in First Trust Enhanced Short Maturity ETF in Q2 2020 and held it in 1 quarter.
  • Zacks Investment Management's First Trust Enhanced Short Maturity ETF position peaked at $269K in Q2 2020.
  • 253 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q3 2020.

Based on Zacks Investment Management's 13F filing for Q3 2020, filed 16 Nov 2020.