CFIM
Client First Investment Management’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 | $255K | Sell |
4,256
-376
| -8% | -$22.5K | 0.16% | 26 |
|
|
2025
Q1 | $277K | Sell |
4,632
-242
| -5% | -$14.5K | 0.19% | 14 |
|
|
2024
Q4 | $291K | Buy |
4,874
+498
| +11% | +$29.8K | 0.19% | 23 |
|
|
2024
Q3 | $262K | Sell |
4,376
-849
| -16% | -$50.8K | 0.2% | 24 |
|
|
2024
Q2 | $311K | Buy |
5,225
+722
| +16% | +$43K | 0.24% | 22 |
|
|
2024
Q1 | $268K | Buy |
4,503
+414
| +10% | +$24.7K | 0.21% | 22 |
|
|
2023
Q4 | $244K | Buy |
+4,089
| New | +$244K | 0.24% | 22 |
|