EWM
EPG Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-712
| Closed | -$42.4K | – | 418 |
|
|
2023
Q1 | $42.4K | Buy |
712
+5
| +0.7% | +$297 | 0.01% | 302 |
|
|
2022
Q4 | $42K | Buy |
707
+7
| +1% | +$416 | 0.02% | 272 |
|
|
2022
Q3 | $42K | Buy |
+700
| New | +$42K | 0.02% | 267 |
|
|
2020
Q2 | – | Sell |
-1,300
| Closed | -$77K | – | 362 |
|
|
2020
Q1 | $77K | Buy |
+1,300
| New | +$77K | 0.06% | 214 |
|