Independent Wealth Network’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 | $501K | Sell |
8,371
-6,151
| -42% | -$368K | 0.18% | 139 |
|
|
2025
Q1 | $869K | Sell |
14,522
-2,515
| -15% | -$150K | 0.35% | 79 |
|
|
2024
Q4 | $1.02M | Sell |
17,037
-1,262
| -7% | -$75.4K | 0.41% | 62 |
|
|
2024
Q3 | $1.1M | Sell |
18,299
-5,465
| -23% | -$327K | 0.48% | 48 |
|
|
2024
Q2 | $1.42M | Buy |
23,764
+3,313
| +16% | +$197K | 0.66% | 38 |
|
|
2024
Q1 | $1.22M | Sell |
20,451
-10,936
| -35% | -$652K | 0.57% | 42 |
|
|
2023
Q4 | $1.87M | Buy |
31,387
+12,128
| +63% | +$724K | 0.99% | 22 |
|
|
2023
Q3 | $1.14M | Buy |
19,259
+1,263
| +7% | +$75K | 0.7% | 34 |
|
|
2023
Q2 | $1.07M | Buy |
17,996
+632
| +4% | +$37.5K | 0.64% | 36 |
|
|
2023
Q1 | $1.03M | Buy |
17,364
+11,335
| +188% | +$675K | 0.66% | 34 |
|
|
2022
Q4 | $358K | Buy |
+6,029
| New | +$358K | 0.25% | 102 |
|