BerganKDV Wealth Management’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $80.4K | Sell |
|
|||||
|
2023
Q1 | $211K | Hold |
|
|||||
|
2022
Q4 | $210K | Sell |
|
|||||
|
2022
Q3 | $2.65M | Sell |
|
|||||
|
2022
Q2 | $2.7M | Buy |
|
|||||
|
2022
Q1 | $2.6M | Buy |
|
|||||
|
2021
Q4 | $2.42M | Buy |
|
|||||
|
2021
Q3 | $2.29M | Buy |
|
|||||
|
2021
Q2 | $1.98M | Buy |
|
|||||
|
2021
Q1 | $1.85M | Sell |
|
|||||
|
2020
Q4 | $1.95M | Buy |
|
|||||
|
2020
Q3 | $1.92M | Buy |
|
|||||
|
2020
Q2 | $1.74M | Buy |
|
|||||
|
2020
Q1 | $1.31M | Sell |
|
|||||
|
2019
Q4 | $1.59M | Buy |
|
|||||
|
2019
Q3 | $1.49M | Buy |
|
|||||
|
2019
Q2 | $1.38M | Buy |
|
|||||
|
2019
Q1 | $1.03M | Buy |
|
|||||
|
2018
Q4 | $770K | Buy |
|
|||||
|
2018
Q3 | $762K | Buy |
|
|||||
|
2018
Q2 | $713K | Buy |
|
|||||
|
2018
Q1 | $666K | Buy |
|
|||||
|
2017
Q4 | $623K | Sell |
|
|||||
|
2017
Q3 | $655K | Buy |
|
|||||
|
2017
Q2 | $563K | Buy |
|
|||||
|
2017
Q1 | $485K | Sell |
|
|||||
|
2016
Q4 | $530K | Buy |
|
|||||
|
2016
Q3 | $355K | Buy |
|