ICA Group Wealth Management’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
Q2 | $461K | Sell |
7,742
-18,083
| -70% | -$1.08M | 0.28% | 56 |
|
|
2024
Q1 | $1.54M | Sell |
25,825
-6,626
| -20% | -$395K | 0.31% | 66 |
|
|
2023
Q4 | $1.94M | Sell |
32,451
-5,751
| -15% | -$343K | 0.43% | 48 |
|
|
2023
Q3 | $2.27M | Sell |
38,202
-5,678
| -13% | -$337K | 0.64% | 35 |
|
|
2023
Q2 | $2.61M | Sell |
43,880
-22,731
| -34% | -$1.35M | 0.65% | 33 |
|
|
2023
Q1 | $3.96M | Buy |
66,611
+25,717
| +63% | +$1.53M | 0.95% | 22 |
|
|
2022
Q4 | $2.43M | Buy |
40,894
+9,328
| +30% | +$554K | 0.57% | 39 |
|
|
2022
Q3 | $1.87M | Buy |
31,566
+957
| +3% | +$56.8K | 0.4% | 61 |
|
|
2022
Q2 | $1.82M | Sell |
30,609
-1,520
| -5% | -$90.4K | 0.34% | 71 |
|
|
2022
Q1 | $1.91M | Buy |
+32,129
| New | +$1.91M | 0.36% | 68 |
|