Brown Financial Advisors’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
2025
Q2
$932K Sell
15,561
-244
-2% -$14.6K 0.36% 91
2025
Q1
$946K Sell
15,805
-9,294
-37% -$556K 0.39% 85
2024
Q4
$1.5M Sell
25,099
-5,019
-17% -$300K 0.6% 50
2024
Q3
$1.8M Buy
30,118
+1,348
+5% +$80.7K 0.74% 42
2024
Q2
$1.71M Buy
+28,770
New +$1.71M 0.77% 38