Capasso Planning Partners’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 | $12M | Buy |
199,991
+20,820
| +12% | +$1.25M | 6.77% | 3 |
|
|
2025
Q1 | $10.7M | Buy |
179,171
+123,012
| +219% | +$7.36M | 4.49% | 6 |
|
|
2024
Q4 | $3.36M | Buy |
56,159
+27,315
| +95% | +$1.63M | 1.34% | 14 |
|
|
2024
Q3 | $1.73M | Hold |
28,844
| – | – | 0.51% | 40 |
|
|
2024
Q2 | $1.72M | Sell |
28,844
-2,910
| -9% | -$173K | 0.56% | 42 |
|
|
2024
Q1 | $1.89M | Buy |
+31,754
| New | +$1.89M | 0.78% | 26 |
|