Golden State Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.73M | Sell |
45,546
-2,893
| -6% | -$173K | 0.33% | 59 |
|
|
2025
Q1 | $2.9M | Sell |
48,439
-7,179
| -13% | -$430K | 0.43% | 47 |
|
|
2024
Q4 | $3.32M | Buy |
+55,618
| New | +$3.32M | 0.5% | 40 |
|
|
2022
Q1 | $6.54M | Sell |
109,895
-10,157
| -8% | -$605K | 1.28% | 16 |
|
|
2021
Q4 | $7.18M | Buy |
120,052
+31
| +0% | +$1.85K | 1.24% | 16 |
|
|
2021
Q3 | $7.2M | Sell |
120,021
-810
| -0.7% | -$48.6K | 1.56% | 13 |
|
|
2021
Q2 | $7.24M | Sell |
120,831
-4,703
| -4% | -$282K | 1.6% | 14 |
|
|
2021
Q1 | $7.53M | Sell |
125,534
-11,271
| -8% | -$676K | 2.48% | 9 |
|
|
2020
Q4 | $8.21M | Buy |
136,805
+1,616
| +1% | +$97K | 2.38% | 8 |
|
|
2020
Q3 | $8.11M | Buy |
+135,189
| New | +$8.11M | 2.71% | 6 |
|
|
2020
Q2 | – | Sell |
-102,316
| Closed | -$6.04M | – | 437 |
|
|
2020
Q1 | $6.04M | Buy |
+102,316
| New | +$6.04M | 2.66% | 5 |
|
|
2019
Q4 | – | Sell |
-91,665
| Closed | -$5.51M | – | 368 |
|
|
2019
Q3 | $5.51M | Buy |
91,665
+3,025
| +3% | +$182K | 1.82% | 9 |
|
|
2019
Q2 | $5.32M | Buy |
88,640
+30,560
| +53% | +$1.83M | 1.69% | 10 |
|
|
2019
Q1 | $3.48M | Buy |
+58,080
| New | +$3.48M | 1.16% | 18 |
|