GWANC
Guardian Wealth Advisors (North Carolina)’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 | $2.98M | Buy |
49,768
+2,383
| +5% | +$143K | 0.21% | 69 |
|
|
2025
Q1 | $2.84M | Buy |
47,385
+762
| +2% | +$45.6K | 0.23% | 67 |
|
|
2024
Q4 | $2.79M | Buy |
46,623
+2,283
| +5% | +$136K | 0.22% | 68 |
|
|
2024
Q3 | $2.65M | Sell |
44,340
-891
| -2% | -$53.3K | 0.28% | 50 |
|
|
2024
Q2 | $2.7M | Buy |
45,231
+3,961
| +10% | +$236K | 0.32% | 44 |
|
|
2024
Q1 | $2.46M | Sell |
41,270
-1,597
| -4% | -$95.2K | 0.3% | 46 |
|
|
2023
Q4 | $2.56M | Sell |
42,867
-2,999
| -7% | -$179K | 0.39% | 40 |
|
|
2023
Q3 | $2.74M | Buy |
45,866
+3,277
| +8% | +$196K | 0.47% | 34 |
|
|
2023
Q2 | $2.54M | Buy |
42,589
+2,900
| +7% | +$173K | 0.44% | 28 |
|
|
2023
Q1 | $2.37M | Buy |
39,689
+27,266
| +219% | +$1.63M | 0.42% | 29 |
|
|
2022
Q4 | $738K | Sell |
12,423
-950
| -7% | -$56.5K | 0.14% | 86 |
|
|
2022
Q3 | $795K | Sell |
13,373
-905
| -6% | -$53.8K | 0.15% | 75 |
|
|
2022
Q2 | $849K | Sell |
14,278
-41,736
| -75% | -$2.48M | 0.16% | 73 |
|
|
2022
Q1 | $3.34M | Sell |
56,014
-32,924
| -37% | -$1.96M | 1.44% | 14 |
|
|
2021
Q4 | $5.32M | Buy |
+88,938
| New | +$5.32M | 2.29% | 9 |
|