CPA
Clear Point 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 | $2.2M | Sell |
36,700
-348
| -0.9% | -$20.8K | 1.85% | 13 |
|
|
2025
Q1 | $2.21M | Buy |
37,048
+268
| +0.7% | +$16K | 1.99% | 13 |
|
|
2024
Q4 | $2.2M | Buy |
36,780
+54
| +0.1% | +$3.23K | 1.88% | 13 |
|
|
2024
Q3 | $2.2M | Sell |
36,726
-1,028
| -3% | -$61.5K | 1.7% | 13 |
|
|
2024
Q2 | $2.25M | Buy |
37,754
+1,854
| +5% | +$110K | 1.85% | 10 |
|
|
2024
Q1 | $2.14M | Buy |
35,900
+16,228
| +82% | +$968K | 1.76% | 9 |
|
|
2023
Q4 | $1.17M | Buy |
+19,672
| New | +$1.17M | 1.04% | 20 |
|