IWA
Inspirion Wealth 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 | $238K | Sell |
3,974
-6,628
| -63% | -$397K | 0.03% | 142 |
|
|
2025
Q1 | $634K | Sell |
10,602
-4,334
| -29% | -$259K | 0.09% | 82 |
|
|
2024
Q4 | $893K | Sell |
14,936
-3,329
| -18% | -$199K | 0.12% | 62 |
|
|
2024
Q3 | $1.09M | Sell |
18,265
-5,015
| -22% | -$300K | 0.15% | 57 |
|
|
2024
Q2 | $1.39M | Sell |
23,280
-5,013
| -18% | -$299K | 0.21% | 47 |
|
|
2024
Q1 | $1.69M | Sell |
28,293
-30,070
| -52% | -$1.79M | 0.28% | 41 |
|
|
2023
Q4 | $3.48M | Sell |
58,363
-7,994
| -12% | -$477K | 0.63% | 26 |
|
|
2023
Q3 | $3.94M | Sell |
66,357
-2,530
| -4% | -$150K | 0.77% | 23 |
|
|
2023
Q2 | $4.09M | Sell |
68,887
-6,052
| -8% | -$360K | 0.78% | 23 |
|
|
2023
Q1 | $4.46M | Sell |
74,939
-6,011
| -7% | -$358K | 0.89% | 20 |
|
|
2022
Q4 | $4.81M | Buy |
80,950
+4,074
| +5% | +$242K | 1.02% | 22 |
|
|
2022
Q3 | $4.56M | Buy |
76,876
+3,262
| +4% | +$193K | 1.03% | 22 |
|
|
2022
Q2 | $4.37M | Buy |
+73,614
| New | +$4.37M | 0.96% | 23 |
|