BFA
Beacon Financial Advisory’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.23M | Buy |
37,290
+435
| +1% | +$26K | 0.58% | 31 |
|
|
2025
Q1 | $2.21M | Buy |
36,855
+276
| +0.8% | +$16.5K | 0.67% | 27 |
|
|
2024
Q4 | $2.19M | Buy |
36,579
+805
| +2% | +$48.1K | 0.71% | 25 |
|
|
2024
Q3 | $2.14M | Buy |
35,774
+433
| +1% | +$25.9K | 0.73% | 24 |
|
|
2024
Q2 | $2.11M | Buy |
35,341
+12,600
| +55% | +$751K | 0.79% | 19 |
|
|
2024
Q1 | $1.36M | Sell |
22,741
-14,269
| -39% | -$851K | 0.66% | 31 |
|
|
2023
Q4 | $2.21M | Buy |
37,010
+15,645
| +73% | +$933K | 1.06% | 15 |
|
|
2023
Q3 | $1.27M | Buy |
21,365
+2,592
| +14% | +$154K | 0.7% | 34 |
|
|
2023
Q2 | $1.12M | Buy |
+18,773
| New | +$1.12M | 0.64% | 41 |
|