Keebeck Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $416K | Sell |
6,930
-250
| -3% | -$15K | 0.05% | 226 |
|
|
2025
Q1 | $431K | Hold |
7,180
| – | – | 0.06% | 182 |
|
|
2024
Q4 | $429K | Sell |
7,180
-41,128
| -85% | -$2.46M | 0.06% | 177 |
|
|
2024
Q3 | $2.9M | Sell |
48,308
-1,127
| -2% | -$67.8K | 0.42% | 68 |
|
|
2024
Q2 | $2.96M | Sell |
49,435
-170
| -0.3% | -$10.2K | 0.43% | 67 |
|
|
2024
Q1 | $2.97M | Hold |
49,605
| – | – | 0.44% | 65 |
|
|
2023
Q4 | $2.96M | Sell |
49,605
-7,085
| -12% | -$423K | 0.49% | 59 |
|
|
2023
Q3 | $3.38M | Sell |
56,690
-24,290
| -30% | -$1.45M | 0.59% | 49 |
|
|
2023
Q2 | $4.83M | Sell |
80,980
-1,230
| -1% | -$73.4K | 0.66% | 42 |
|
|
2023
Q1 | $4.91M | Buy |
82,210
+3,980
| +5% | +$238K | 0.79% | 34 |
|
|
2022
Q4 | $4.65M | Buy |
78,230
+90
| +0.1% | +$5.35K | 0.82% | 33 |
|
|
2022
Q3 | $4.64M | Buy |
78,140
+950
| +1% | +$56.5K | 0.9% | 28 |
|
|
2022
Q2 | $4.59M | Buy |
+77,190
| New | +$4.59M | 0.88% | 26 |
|