Altus Wealth Group’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,294
| Closed | -$316K | – | 147 |
|
|
2023
Q4 | $316K | Sell |
5,294
-500
| -9% | -$29.8K | 0.18% | 110 |
|
|
2023
Q3 | $344K | Sell |
5,794
-355
| -6% | -$21.1K | 0.22% | 96 |
|
|
2023
Q2 | $365K | Buy |
6,149
+221
| +4% | +$13.1K | 0.22% | 96 |
|
|
2023
Q1 | $353K | Sell |
5,928
-451
| -7% | -$26.8K | 0.24% | 95 |
|
|
2022
Q4 | $379K | Buy |
+6,379
| New | +$379K | 0.29% | 86 |
|