Concurrent Investment 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 | $1.3M | Buy |
21,662
+3,011
| +16% | +$180K | 0.03% | 531 |
|
|
2025
Q1 | $1.12M | Buy |
18,651
+3,384
| +22% | +$203K | 0.03% | 517 |
|
|
2024
Q4 | $913K | Buy |
15,267
+775
| +5% | +$46.3K | 0.02% | 514 |
|
|
2024
Q3 | $868K | Sell |
14,492
-3,739
| -21% | -$224K | 0.03% | 493 |
|
|
2024
Q2 | $1.09M | Buy |
18,231
+6,244
| +52% | +$372K | 0.04% | 404 |
|
|
2024
Q1 | $715K | Sell |
11,987
-5,644
| -32% | -$336K | 0.03% | 451 |
|
|
2023
Q4 | $1.05M | Buy |
+17,631
| New | +$1.05M | 0.05% | 330 |
|