KCFA
Key Client Fiduciary 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 | $2.7M | Buy |
45,145
+2,336
| +5% | +$140K | 1.09% | 19 |
|
|
2025
Q1 | $2.56M | Buy |
42,809
+6,938
| +19% | +$415K | 1.17% | 18 |
|
|
2024
Q4 | $2.14M | Buy |
35,871
+905
| +3% | +$54.1K | 0.95% | 23 |
|
|
2024
Q3 | $2.09M | Buy |
34,966
+930
| +3% | +$55.7K | 0.94% | 21 |
|
|
2024
Q2 | $2.03M | Sell |
34,036
-9,760
| -22% | -$582K | 1.01% | 20 |
|
|
2024
Q1 | $2.61M | Buy |
43,796
+2,491
| +6% | +$149K | 1.39% | 17 |
|
|
2023
Q4 | $2.46M | Sell |
41,305
-2,309
| -5% | -$138K | 1.43% | 15 |
|
|
2023
Q3 | $2.59M | Buy |
43,614
+7,480
| +21% | +$444K | 1.59% | 17 |
|
|
2023
Q2 | $2.15M | Sell |
36,134
-9,795
| -21% | -$582K | 1.25% | 20 |
|
|
2023
Q1 | $2.73M | Buy |
45,929
+14,860
| +48% | +$884K | 1.71% | 14 |
|
|
2022
Q4 | $1.85M | Buy |
31,069
+6,976
| +29% | +$415K | 1.25% | 21 |
|
|
2022
Q3 | $1.43M | Sell |
24,093
-3,943
| -14% | -$234K | 1.29% | 17 |
|
|
2022
Q2 | $1.67M | Buy |
28,036
+6,521
| +30% | +$387K | 1.62% | 15 |
|
|
2022
Q1 | $1.28M | Sell |
21,515
-3,585
| -14% | -$213K | 1.01% | 25 |
|
|
2021
Q4 | $1.5M | Buy |
+25,100
| New | +$1.5M | 1.24% | 26 |
|