Bison Wealth’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
Q3 | – | Sell |
-9,077
| Closed | -$541K | – | 432 |
|
|
2024
Q2 | $541K | Hold |
9,077
| – | – | 0.09% | 230 |
|
|
2024
Q1 | $541K | Sell |
9,077
-233
| -3% | -$13.9K | 0.09% | 230 |
|
|
2023
Q4 | $555K | Sell |
9,310
-5,460
| -37% | -$326K | 0.1% | 217 |
|
|
2023
Q3 | $878K | Sell |
14,770
-6,365
| -30% | -$378K | 0.17% | 137 |
|
|
2023
Q2 | $1.26M | Buy |
+21,135
| New | +$1.26M | 0.23% | 110 |
|