BWA
BlueChip Wealth Advisors’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 | $2.13M | Sell |
35,509
-425
| -1% | -$25.4K | 0.95% | 27 |
|
|
2025
Q1 | $2.15M | Sell |
35,934
-99
| -0.3% | -$5.92K | 1.06% | 24 |
|
|
2024
Q4 | $2.15M | Buy |
36,033
+4,638
| +15% | +$277K | 1.19% | 21 |
|
|
2024
Q3 | $1.88M | Sell |
31,395
-1,268
| -4% | -$75.9K | 0.98% | 27 |
|
|
2024
Q2 | $1.95M | Sell |
32,663
-3,345
| -9% | -$199K | 1.15% | 24 |
|
|
2024
Q1 | $2.15M | Sell |
36,008
-14
| -0% | -$835 | 1.38% | 20 |
|
|
2023
Q4 | $2.15M | Buy |
+36,022
| New | +$2.15M | 1.51% | 15 |
|