Fortis Group Advisors’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-38,145
| Closed | -$2.27M | – | 510 |
|
|
2024
Q1 | $2.27M | Sell |
38,145
-19,666
| -34% | -$1.17M | 0.42% | 56 |
|
|
2023
Q4 | $3.44M | Hold |
57,811
| – | – | 0.85% | 21 |
|
|
2023
Q3 | $3.44M | Buy |
57,811
+18,524
| +47% | +$1.1M | 1.05% | 19 |
|
|
2023
Q2 | $2.33M | Sell |
39,287
-17,667
| -31% | -$1.05M | 0.62% | 33 |
|
|
2023
Q1 | $3.39M | Buy |
+56,954
| New | +$3.39M | 1.02% | 22 |
|