Householder Group Estate & Retirement Specialist’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $123K | Sell |
2,062
-952
| -32% | -$56.8K | 0.09% | 137 |
|
|
2024
Q3 | $180K | Buy |
3,014
+200
| +7% | +$11.9K | 0.05% | 259 |
|
|
2024
Q2 | $167K | Buy |
2,814
+40
| +1% | +$2.37K | 0.05% | 269 |
|
|
2024
Q1 | $165K | Sell |
2,774
-1,728
| -38% | -$103K | 0.05% | 267 |
|
|
2023
Q4 | $268K | Buy |
4,502
+1,048
| +30% | +$62.4K | 0.09% | 202 |
|
|
2023
Q3 | $205K | Buy |
+3,454
| New | +$205K | 0.07% | 215 |
|
|
2023
Q1 | $379K | Buy |
+6,376
| New | +$379K | 0.15% | 138 |
|
|
2022
Q4 | – | Sell |
-11,521
| Closed | -$683K | – | 590 |
|
|
2022
Q3 | $683K | Sell |
11,521
-108,575
| -90% | -$6.44M | 0.28% | 79 |
|
|
2022
Q2 | $7.13M | Buy |
+120,096
| New | +$7.13M | 3.19% | 7 |
|