Collaborative Wealth Management’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
Q2 | – | Sell |
|
|||||
2025
Q1 | $218K | Sell |
|
|||||
2024
Q4 | $241K | Hold |
|
|||||
2024
Q3 | $241K | Sell |
|
|||||
2024
Q2 | $327K | Hold |
|
|||||
2024
Q1 | $327K | Sell |
|
|||||
2023
Q4 | $496K | Sell |
|
|||||
2023
Q3 | $529K | Sell |
|
|||||
2023
Q2 | $598K | Buy |
|
|||||
2023
Q1 | $553K | Sell |
|
|||||
2022
Q4 | $556K | Sell |
|
|||||
2022
Q3 | $563K | Sell |
|
|||||
2022
Q2 | $643K | Buy |
|
|||||
2021
Q4 | $642K | Buy |
|
|||||
2021
Q1 | $648K | Buy |
|