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Legacy Wealth Management (Idaho)’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio FTSM Stock Details FTSM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$585K Buy
9,779
+4,414
+82% +$264K 0.3% 45
2025
Q1 		$321K Sell
5,365
-1,647
-23% -$98.6K 0.23% 53
2024
Q4 		$419K Sell
7,012
-2,004
-22% -$120K 0.27% 48
2024
Q3 		$540K Buy
+9,016
New +$540K 0.31% 39