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First Trust Enhanced Short Maturity ETF (NASDAQ:FTSM) Shares Bought by Wealthcare Advisory Partners LLC

Wealthcare Advisory Partners LLC raised its holdings in First Trust Enhanced Short Maturity ETF (NASDAQ:FTSM – Get Rating) by 58.5% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 59,523 shares of the company’s stock after acquiring an additional 21,959 shares during the quarter. Wealthcare […]

Charleston wealth management firm merges with Atlanta firm

RIA Roundup: Concurrent Launches New Hybrid Platform

Restructured launches, acquisitions and affiliations were all announced in the RIA landscape this week, as some key people moves.

Everhart Financial Group Inc Makes New Investment in iShares Russell 2000 Growth ETF (NYSEARCA:IWO)

Everhart Financial Group Inc. acquired a new stake in iShares Russell 2000 Growth ETF (NYSEARCA:IWO – Get Rating) during the fourth quarter, HoldingsChannel.com reports. The fund acquired 991 shares of the exchange traded fund’s stock, valued at approximately $213,000. Other large investors also recently modified their holdings of the company. Banco BTG Pactual S.A. bought […]

First Trust Advisors LP Boosts Stock Position in First Trust Enhanced Short Maturity ETF (NASDAQ:FTSM)

First Trust Advisors LP grew its stake in First Trust Enhanced Short Maturity ETF (NASDAQ:FTSM – Get Rating) by 84.3% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 3,623,052 shares of the company’s stock after purchasing an additional 1,656,766 shares during the […]

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