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Beacon Harbor Wealth Advisors’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Beacon Harbor Wealth Advisors’s Portfolio FTSM Stock Details FTSM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-114,910
Closed -$6.84M – 75
2023
Q1 		$6.84M Buy
114,910
+1,298
+1% +$77.2K 2.39% 9
2022
Q4 		$6.75M Buy
+113,612
New +$6.75M 2.3% 12
2022
Q2 		$6.61M Buy
+111,330
New +$6.61M 2.33% 11