Carson Wealth (CWM LLC)’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
Q3 | $4.97M | Sell |
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|
2025
Q2 | $7.91M | Buy |
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|
2025
Q1 | $3.1M | Sell |
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|
2024
Q4 | $3.36M | Sell |
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|
2024
Q3 | $3.47M | Sell |
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|
2024
Q2 | $3.64M | Sell |
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|
2024
Q1 | $3.65M | Sell |
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|
2023
Q4 | $4.46M | Sell |
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|
2023
Q3 | $5.43M | Sell |
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|
2023
Q2 | $15.3M | Sell |
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|
2023
Q1 | $22.9M | Sell |
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|
2022
Q4 | $25.3M | Buy |
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|
2022
Q3 | $4.33M | Sell |
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|
2022
Q2 | $20M | Buy |
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|
2022
Q1 | $4.28M | Buy |
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|
2021
Q4 | $4.18M | Buy |
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|
2021
Q2 | $3.79M | Hold |
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|
2021
Q1 | $3.79M | Hold |
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|
2020
Q4 | $3.79M | Hold |
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|
2020
Q3 | $3.79M | Hold |
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|
2020
Q2 | $3.79M | Hold |
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|
2020
Q1 | $3.79M | Hold |
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|
2019
Q4 | $3.79M | Hold |
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|
2019
Q3 | $3.79M | Hold |
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|
2019
Q2 | $3.79M | Hold |
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|
2019
Q1 | $3.79M | Buy |
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|
2018
Q4 | $1.16M | Sell |
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|
2018
Q3 | $1.21M | Buy |
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|
2018
Q2 | $1.13M | Buy |
|