Holistic Planning’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	$17.2M	Sell	288,092 -13,169	-4%	-$788K	4.94%	5
2025 Q1	$18M	Buy	301,261 +39,852	+15%	+$2.38M	6.11%	2
2024 Q4	$15.6M	Buy	261,409 +246,803	+1,690%	+$14.8M	5.66%	3
2024 Q3	$874K	Buy	+14,606	New	+$874K	0.37%	60