IA
Insight Advisors’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.78M | Sell |
79,863
-8,210
| -9% | -$492K | 0.77% | 20 |
|
2025
Q1 | $5.27M | Sell |
88,073
-6,532
| -7% | -$391K | 0.92% | 18 |
|
2024
Q4 | $5.65M | Sell |
94,605
-2,638
| -3% | -$158K | 0.95% | 16 |
|
2024
Q3 | $5.82M | Buy |
97,243
+1,923
| +2% | +$115K | 1% | 15 |
|
2024
Q2 | $5.68M | Buy |
95,320
+161
| +0.2% | +$9.6K | 1.03% | 13 |
|
2024
Q1 | $5.67M | Sell |
95,159
-1,642
| -2% | -$97.9K | 1.09% | 8 |
|
2023
Q4 | $5.78M | Buy |
96,801
+505
| +0.5% | +$30.1K | 1.22% | 8 |
|
2023
Q3 | $5.72M | Buy |
96,296
+888
| +0.9% | +$52.8K | 1.31% | 5 |
|
2023
Q2 | $5.67M | Buy |
95,408
+8,957
| +10% | +$532K | 1.27% | 7 |
|
2023
Q1 | $5.14M | Buy |
86,451
+16,277
| +23% | +$969K | 1.21% | 4 |
|
2022
Q4 | $4.17M | Buy |
70,174
+12,401
| +21% | +$737K | 1.46% | 6 |
|
2022
Q3 | $3.43M | Buy |
57,773
+31,007
| +116% | +$1.84M | 1.35% | 13 |
|
2022
Q2 | $1.59M | Sell |
26,766
-2,209
| -8% | -$131K | 0.54% | 42 |
|
2022
Q1 | $1.73M | Buy |
28,975
+3,547
| +14% | +$211K | 0.52% | 42 |
|
2021
Q4 | $1.52M | Buy |
25,428
+3,389
| +15% | +$203K | 0.45% | 56 |
|
2021
Q3 | $1.32M | Sell |
22,039
-11,475
| -34% | -$687K | 0.39% | 67 |
|
2021
Q2 | $2.01M | Buy |
33,514
+1,947
| +6% | +$117K | 0.63% | 38 |
|
2021
Q1 | $1.89M | Buy |
31,567
+5,274
| +20% | +$316K | 0.6% | 41 |
|
2020
Q4 | $1.58M | Buy |
+26,293
| New | +$1.58M | 0.6% | 45 |
|