Legacy Capital Wealth Partners’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 | – | Sell |
-3,344
| Closed | -$200K | – | 378 |
|
|
2025
Q1 | $200K | Buy |
+3,344
| New | +$200K | 0.05% | 345 |
|
|
2024
Q4 | – | Sell |
-3,344
| Closed | -$200K | – | 363 |
|
|
2024
Q3 | $200K | Buy |
+3,344
| New | +$200K | 0.04% | 351 |
|
|
2024
Q1 | – | Sell |
-3,985
| Closed | -$238K | – | 192 |
|
|
2023
Q4 | $238K | Sell |
3,985
-9,887
| -71% | -$590K | 0.07% | 253 |
|
|
2023
Q3 | $824K | Sell |
13,872
-36,860
| -73% | -$2.19M | 0.23% | 91 |
|
|
2023
Q2 | $3.01M | Sell |
50,732
-84,091
| -62% | -$5M | 2.5% | 14 |
|
|
2023
Q1 | $8.02M | Sell |
134,823
-22,964
| -15% | -$1.37M | 2.19% | 12 |
|
|
2022
Q4 | $9.38M | Buy |
+157,787
| New | +$9.38M | 4.48% | 9 |
|