GM
GeoWealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.75M | Sell |
29,255
-6,673
| -19% | -$400K | 0.07% | 169 |
|
|
2025
Q1 | $2.15M | Sell |
35,928
-117
| -0.3% | -$7K | 0.09% | 137 |
|
|
2024
Q4 | $2.15M | Sell |
36,045
-543
| -1% | -$32.5K | 0.07% | 178 |
|
|
2024
Q3 | $2.19M | Buy |
36,588
+4,865
| +15% | +$291K | 0.08% | 170 |
|
|
2024
Q2 | $1.89M | Buy |
31,723
+3,426
| +12% | +$204K | 0.08% | 165 |
|
|
2024
Q1 | $1.69M | Buy |
+28,297
| New | +$1.69M | 0.07% | 200 |
|