Independent Advisor Alliance’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
Q1 | – | Sell |
-464,730
| Closed | -$27.8M | – | 1005 |
|
|
2024
Q4 | $27.8M | Buy |
+464,730
| New | +$27.8M | 0.37% | 52 |
|
|
2020
Q1 | – | Sell |
-238,151
| Closed | -$14.3M | – | 546 |
|
|
2019
Q4 | $14.3M | Buy |
238,151
+167,391
| +237% | +$10.1M | 0.62% | 25 |
|
|
2019
Q3 | $4.25M | Hold |
70,760
| – | – | 0.52% | 38 |
|
|
2019
Q2 | $4K | Buy |
70,760
+5,378
| +8% | +$304 | ﹤0.01% | 407 |
|
|
2019
Q1 | $3.92M | Buy |
65,382
+35,623
| +120% | +$2.14M | 0.55% | 40 |
|
|
2018
Q4 | $1.79M | Buy |
+29,759
| New | +$1.79M | 0.32% | 73 |
|