Meridian 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 | $578K | Sell |
9,653
-130
| -1% | -$7.78K | 0.02% | 414 |
|
|
2025
Q1 | $585K | Sell |
9,783
-6,315
| -39% | -$378K | 0.03% | 381 |
|
|
2024
Q4 | $962K | Sell |
16,098
-4,015
| -20% | -$240K | 0.05% | 297 |
|
|
2024
Q3 | $1.2M | Sell |
20,113
-3,830
| -16% | -$229K | 0.06% | 251 |
|
|
2024
Q2 | $1.43M | Buy |
+23,943
| New | +$1.43M | 0.17% | 98 |
|
|
2024
Q1 | – | Sell |
-39,218
| Closed | -$2.34M | – | 313 |
|
|
2023
Q4 | $2.34M | Buy |
39,218
+32,961
| +527% | +$1.97M | 0.15% | 157 |
|
|
2023
Q3 | $372K | Sell |
6,257
-1,125
| -15% | -$66.8K | 0.02% | 425 |
|
|
2023
Q2 | $439K | Buy |
7,382
+7
| +0.1% | +$416 | 0.04% | 350 |
|
|
2023
Q1 | $439K | Sell |
7,375
-471
| -6% | -$28K | 0.04% | 342 |
|
|
2022
Q4 | $466K | Buy |
+7,846
| New | +$466K | 0.05% | 320 |
|
|
2022
Q3 | – | Sell |
-4,957
| Closed | -$294K | – | 521 |
|
|
2022
Q2 | $294K | Buy |
+4,957
| New | +$294K | 0.02% | 438 |
|