Guardian Wealth Advisors (North Carolina)’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.98M | Buy |
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|
2025
Q1 | $2.84M | Buy |
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|
2024
Q4 | $2.79M | Buy |
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|
2024
Q3 | $2.65M | Sell |
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|
2024
Q2 | $2.7M | Buy |
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|
2024
Q1 | $2.46M | Sell |
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|
2023
Q4 | $2.56M | Sell |
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|
2023
Q3 | $2.74M | Buy |
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|
2023
Q2 | $2.54M | Buy |
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|
2023
Q1 | $2.37M | Buy |
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|
2022
Q4 | $738K | Sell |
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|
2022
Q3 | $795K | Sell |
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|
2022
Q2 | $849K | Sell |
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|
2022
Q1 | $3.34M | Sell |
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|
2021
Q4 | $5.32M | Buy |
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