GC Wealth Management RIA’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.75M | Sell |
29,255
-6,673
| -19% | -$400K | 0.14% | 149 |
|
2025
Q1 | $2.15M | Sell |
35,928
-117
| -0.3% | -$7K | 0.39% | 67 |
|
2024
Q4 | $2.15M | Sell |
36,045
-543
| -1% | -$32.5K | 0.38% | 63 |
|
2024
Q3 | $2.19M | Buy |
36,588
+4,865
| +15% | +$291K | 0.38% | 60 |
|
2024
Q2 | $1.89M | Buy |
31,723
+2,929
| +10% | +$175K | 0.37% | 56 |
|
2024
Q1 | $1.72M | Buy |
+28,794
| New | +$1.72M | 0.34% | 61 |
|