KWM
Kingsview Wealth Management’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 | $23.6M | Sell |
394,678
-18,937
| -5% | -$1.13M | 0.4% | 44 |
|
|
2025
Q1 | $24.8M | Sell |
413,615
-46,128
| -10% | -$2.76M | 0.47% | 36 |
|
|
2024
Q4 | $27.5M | Sell |
459,743
-45,648
| -9% | -$2.73M | 0.54% | 33 |
|
|
2024
Q3 | $30.3M | Buy |
505,391
+182,844
| +57% | +$10.9M | 0.64% | 33 |
|
|
2024
Q2 | $19.2M | Buy |
322,547
+2,644
| +0.8% | +$158K | 0.45% | 42 |
|
|
2024
Q1 | $19.1M | Buy |
319,903
+5,564
| +2% | +$332K | 0.48% | 40 |
|
|
2023
Q4 | $18.8M | Buy |
314,339
+49,541
| +19% | +$2.96M | 0.56% | 36 |
|
|
2023
Q3 | $15.7M | Buy |
264,798
+51,775
| +24% | +$3.08M | 0.57% | 31 |
|
|
2023
Q2 | $12.7M | Sell |
213,023
-1,879
| -0.9% | -$112K | 0.5% | 41 |
|
|
2023
Q1 | $12.8M | Buy |
214,902
+18,184
| +9% | +$1.08M | 0.54% | 35 |
|
|
2022
Q4 | $11.7M | Buy |
196,718
+12,759
| +7% | +$758K | 0.51% | 38 |
|
|
2022
Q3 | $10.9M | Buy |
183,959
+65,251
| +55% | +$3.87M | 0.52% | 37 |
|
|
2022
Q2 | $7.05M | Buy |
118,708
+14,186
| +14% | +$842K | 0.34% | 73 |
|
|
2022
Q1 | $6.22M | Sell |
104,522
-9,363
| -8% | -$557K | 0.27% | 88 |
|
|
2021
Q4 | $6.81M | Buy |
113,885
+2,009
| +2% | +$120K | 0.28% | 80 |
|
|
2021
Q3 | $6.71M | Buy |
111,876
+47,033
| +73% | +$2.82M | 0.32% | 68 |
|
|
2021
Q2 | $3.89M | Buy |
64,843
+3,238
| +5% | +$194K | 0.19% | 124 |
|
|
2021
Q1 | $3.69M | Buy |
61,605
+10,829
| +21% | +$649K | 0.21% | 110 |
|
|
2020
Q4 | $3.05M | Buy |
50,776
+19,078
| +60% | +$1.15M | 0.22% | 110 |
|
|
2020
Q3 | $1.9M | Buy |
31,698
+13,586
| +75% | +$815K | 0.17% | 140 |
|
|
2020
Q2 | $1.09M | Buy |
18,112
+2,161
| +14% | +$130K | 0.11% | 192 |
|
|
2020
Q1 | $942K | Sell |
15,951
-13,138
| -45% | -$776K | 0.13% | 185 |
|
|
2019
Q4 | $1.75M | Sell |
29,089
-2,066
| -7% | -$124K | 0.22% | 129 |
|
|
2019
Q3 | $1.87M | Buy |
31,155
+16,320
| +110% | +$980K | 0.29% | 97 |
|
|
2019
Q2 | $891K | Buy |
14,835
+10,903
| +277% | +$655K | 0.15% | 167 |
|
|
2019
Q1 | $236K | Buy |
+3,932
| New | +$236K | 0.04% | 396 |
|