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First Trust Investment Solutions’s SM Energy SM Stock Holding History

First Trust Investment Solutions’s Portfolio SM Stock Details SM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-13,871
Closed -$691K – 283
2024
Q1 		$691K Sell
13,871
-25
-0.2% -$1.25K 0.12% 126
2023
Q4 		$538K Buy
+13,896
New +$538K 0.11% 139