Brendel Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $251K | Sell |
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|
2025
Q1 | $298K | Sell |
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|
2024
Q4 | $313K | Sell |
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|
2024
Q3 | $342K | Buy |
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|
2024
Q2 | $309K | Buy |
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|
2024
Q1 | $306K | Buy |
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|
2023
Q4 | $306K | Sell |
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|
2023
Q3 | $305K | Buy |
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|
2023
Q2 | $296K | Sell |
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|
2023
Q1 | $314K | Sell |
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|
2022
Q4 | $318K | Sell |
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|
2022
Q3 | $919K | Buy |
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|
2022
Q2 | $625K | Sell |
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|
2022
Q1 | $1.28M | Sell |
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|
2021
Q4 | $1.34M | Sell |
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|
2021
Q3 | $1.84M | Buy |
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|
2021
Q2 | $1.77M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $2.06M | Sell |
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|
2019
Q4 | $2.18M | Sell |
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|
2019
Q3 | $2.37M | Sell |
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|
2019
Q2 | $5.11M | Buy |
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|
2019
Q1 | $5.05M | Buy |
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|
2018
Q4 | $3.03M | Buy |
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