Holistic Financial Partners’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
Q3 | $371K | Sell |
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|
2025
Q2 | $456K | Sell |
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|
2025
Q1 | $731K | Sell |
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|
2024
Q4 | $870K | Sell |
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|
2024
Q3 | $1.36M | Sell |
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|
2024
Q2 | $1.61M | Sell |
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|
2024
Q1 | $1.97M | Sell |
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|
2023
Q4 | $2.17M | Buy |
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|
2023
Q3 | $847K | Buy |
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|
2023
Q2 | $668K | Buy |
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|
2023
Q1 | $612K | Buy |
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|
2022
Q4 | $508K | Buy |
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|
2022
Q3 | $507K | Sell |
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|
2022
Q2 | $513K | Buy |
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