ETIA
Epic Trust 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $375K | Sell |
6,287
-414
| -6% | -$24.7K | 0.41% | 62 |
|
|
2024
Q1 | $399K | Sell |
6,701
-1,065
| -14% | -$63.5K | 0.49% | 52 |
|
|
2023
Q4 | $463K | Sell |
7,766
-338
| -4% | -$20.2K | 0.62% | 42 |
|
|
2023
Q3 | $482K | Sell |
8,104
-606
| -7% | -$36K | 0.76% | 38 |
|
|
2023
Q2 | $517K | Sell |
8,710
-1,802
| -17% | -$107K | 0.73% | 37 |
|
|
2023
Q1 | $626K | Buy |
10,512
+24
| +0.2% | +$1.43K | 0.76% | 33 |
|
|
2022
Q4 | $623K | Sell |
10,488
-4,421
| -30% | -$263K | 0.94% | 27 |
|
|
2022
Q3 | $884K | Sell |
14,909
-1,032
| -6% | -$61.2K | 1.22% | 19 |
|
|
2022
Q2 | $947K | Sell |
15,941
-5,186
| -25% | -$308K | 1.79% | 16 |
|
|
2022
Q1 | $1.26M | Sell |
21,127
-2,280
| -10% | -$136K | 1.96% | 14 |
|
|
2021
Q4 | $1.4M | Buy |
+23,407
| New | +$1.4M | 2.03% | 12 |
|