Columbia Advisory 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 | $231K | Sell |
3,856
-918
| -19% | -$55K | 0.17% | 72 |
|
|
2025
Q1 | $286K | Buy |
+4,774
| New | +$286K | 0.25% | 55 |
|
|
2024
Q2 | – | Sell |
-4,177
| Closed | -$249K | – | 55 |
|
|
2024
Q1 | $249K | Sell |
4,177
-1,121
| -21% | -$66.8K | 0.25% | 43 |
|
|
2023
Q4 | $316K | Sell |
5,298
-284
| -5% | -$16.9K | 0.32% | 41 |
|
|
2023
Q3 | $332K | Sell |
5,582
-610
| -10% | -$36.2K | 0.36% | 46 |
|
|
2023
Q2 | $368K | Sell |
6,192
-150
| -2% | -$8.91K | 0.39% | 40 |
|
|
2023
Q1 | $377K | Buy |
+6,342
| New | +$377K | 0.36% | 41 |
|