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Encompass Wealth Advisors’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Encompass Wealth Advisors’s Portfolio FTSM Stock Details FTSM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-3,340
Closed -$200K – 358
2021
Q1 		$200K Buy
+3,340
New +$200K 0.05% 221