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JPL Wealth Management’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

JPL Wealth Management’s Portfolio FTSM Stock Details FTSM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-11,265
Closed -$672K – 108
2024
Q1 		$672K Sell
11,265
-289
-3% -$17.2K 0.37% 72
2023
Q4 		$689K Buy
+11,554
New +$689K 0.5% 75