GWA
GGM Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $725K | Buy |
12,071
+4,784
| +66% | +$287K | 0.4% | 56 |
|
|
2024
Q4 | $436K | Sell |
7,287
-8,494
| -54% | -$508K | 0.23% | 80 |
|
|
2024
Q3 | $949K | Sell |
15,781
-5,058
| -24% | -$304K | 0.41% | 51 |
|
|
2024
Q2 | $1.24M | Hold |
20,839
| – | – | 0.57% | 42 |
|
|
2024
Q1 | $1.24M | Sell |
20,839
-5,227
| -20% | -$312K | 0.58% | 43 |
|
|
2023
Q4 | $1.56M | Sell |
26,066
-3,921
| -13% | -$235K | 0.65% | 36 |
|
|
2023
Q3 | $1.78M | Sell |
29,987
-1,629
| -5% | -$96.8K | 0.77% | 31 |
|
|
2023
Q2 | $1.88M | Sell |
31,616
-25,904
| -45% | -$1.54M | 0.76% | 29 |
|
|
2023
Q1 | $3.42M | Buy |
57,520
+45,328
| +372% | +$2.7M | 1.95% | 17 |
|
|
2022
Q4 | $725K | Buy |
12,192
+3,380
| +38% | +$201K | 0.37% | 52 |
|
|
2022
Q3 | $523K | Buy |
+8,812
| New | +$523K | 0.28% | 70 |
|
|
2022
Q1 | – | Sell |
-20,832
| Closed | -$1.25M | – | 140 |
|
|
2021
Q4 | $1.25M | Buy |
+20,832
| New | +$1.25M | 0.99% | 25 |
|
|
2021
Q3 | – | Sell |
-34,666
| Closed | -$2.08M | – | 99 |
|
|
2021
Q2 | $2.08M | Sell |
34,666
-3,000
| -8% | -$180K | 1.77% | 14 |
|
|
2021
Q1 | $2.26M | Buy |
37,666
+1,987
| +6% | +$119K | 1.8% | 13 |
|
|
2020
Q4 | $2.14M | Buy |
+35,679
| New | +$2.14M | 2.11% | 11 |
|