Institutional & Family Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-13,408
| Closed | -$806K | – | 847 |
|
|
2019
Q4 | $806K | Sell |
13,408
-29,401
| -69% | -$1.77M | 0.17% | 96 |
|
|
2019
Q3 | $2.57M | Sell |
42,809
-19,820
| -32% | -$1.19M | 0.56% | 68 |
|
|
2019
Q2 | $3.76M | Buy |
62,629
+9,307
| +17% | +$559K | 0.81% | 35 |
|
|
2019
Q1 | $3.2M | Sell |
53,322
-36,288
| -40% | -$2.18M | 0.67% | 61 |
|
|
2018
Q4 | $5.36M | Buy |
89,610
+73,023
| +440% | +$4.37M | 1.2% | 13 |
|
|
2018
Q3 | $996K | Buy |
16,587
+3,792
| +30% | +$228K | 0.2% | 85 |
|
|
2018
Q2 | $768K | Buy |
+12,795
| New | +$768K | 0.16% | 95 |
|