Bennett Associates 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
2024
Q4
Sell
-16,420
Closed -$983K 49
2024
Q3
$983K Buy
16,420
+942
+6% +$56.4K 0.81% 23
2024
Q2
$922K Buy
15,478
+101
+0.7% +$6.02K 0.83% 21
2024
Q1
$917K Buy
15,377
+1,808
+13% +$108K 0.83% 22
2023
Q4
$810K Buy
+13,569
New +$810K 0.79% 20