B. Riley Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $7.81K | Sell |
131,478
-18,947
| -13% | -$1.13K | 0.01% | 128 |
|
|
2022
Q1 | $8.96M | Buy |
150,425
+44,747
| +42% | +$2.66M | 0.69% | 32 |
|
|
2021
Q4 | $6.32M | Sell |
105,678
-41,355
| -28% | -$2.47M | 0.44% | 54 |
|
|
2021
Q3 | $8.81M | Buy |
+147,033
| New | +$8.81M | 0.68% | 34 |
|
|
2020
Q1 | – | Sell |
-66,090
| Closed | -$3.97M | – | 532 |
|
|
2019
Q4 | $3.97M | Buy |
66,090
+5,270
| +9% | +$317K | 0.6% | 43 |
|
|
2019
Q3 | $3.65M | Buy |
60,820
+49,090
| +418% | +$2.95M | 0.64% | 36 |
|
|
2019
Q2 | $704 | Sell |
11,730
-4,775
| -29% | -$287 | 0.11% | 170 |
|
|
2019
Q1 | $990K | Buy |
16,505
+5,005
| +44% | +$300K | 0.17% | 135 |
|
|
2018
Q4 | $688K | Buy |
+11,500
| New | +$688K | 0.14% | 152 |
|