Atria Wealth Solutions’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $7.9M | Sell |
131,617
-28,194
| -18% | -$1.69M | 0.18% | 133 |
|
2025
Q1 | $9.6M | Sell |
159,811
-36,566
| -19% | -$2.2M | 0.12% | 188 |
|
2024
Q4 | $11.7M | Sell |
196,377
-85,575
| -30% | -$5.11M | 0.13% | 165 |
|
2024
Q3 | $16.9M | Buy |
281,952
+53,247
| +23% | +$3.2M | 0.18% | 117 |
|
2024
Q2 | $13.7M | Sell |
228,705
-16,018
| -7% | -$956K | 0.15% | 142 |
|
2024
Q1 | $14.6M | Sell |
244,723
-81,218
| -25% | -$4.85M | 0.16% | 136 |
|
2023
Q4 | $19.5M | Sell |
325,941
-236,232
| -42% | -$14.1M | 0.24% | 89 |
|
2023
Q3 | $33.5M | Buy |
562,173
+36,802
| +7% | +$2.19M | 0.47% | 33 |
|
2023
Q2 | $31.3M | Sell |
525,371
-16,258
| -3% | -$968K | 0.43% | 36 |
|
2023
Q1 | $32.3M | Buy |
541,629
+218,953
| +68% | +$13.1M | 0.48% | 33 |
|
2022
Q4 | $19.2M | Sell |
322,676
-598,685
| -65% | -$35.6M | 0.31% | 76 |
|
2022
Q3 | $54.8M | Buy |
921,361
+708,758
| +333% | +$42.1M | 0.95% | 13 |
|
2022
Q2 | $12.6M | Sell |
212,603
-10,308
| -5% | -$613K | 0.24% | 90 |
|
2022
Q1 | $13.3M | Buy |
+222,911
| New | +$13.3M | 0.22% | 98 |
|