AWA
Amplius Wealth Advisors’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-219,151
| Closed | -$13M | – | 177 |
|
|
2023
Q3 | $13M | Buy |
219,151
+52,514
| +32% | +$3.12M | 1.75% | 17 |
|
|
2023
Q2 | $9.9M | Sell |
166,637
-8,435
| -5% | -$501K | 1.33% | 21 |
|
|
2023
Q1 | $10.4M | Sell |
175,072
-21,227
| -11% | -$1.26M | 1.49% | 19 |
|
|
2022
Q4 | $11.7M | Buy |
+196,299
| New | +$11.7M | 1.86% | 12 |
|