Moneywise Inc’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-6,074
| Closed | -$361K | – | 51 |
|
|
2022
Q4 | $361K | Sell |
6,074
-7,171
| -54% | -$426K | 0.27% | 34 |
|
|
2022
Q3 | $786K | Buy |
13,245
+3,890
| +42% | +$231K | 0.64% | 25 |
|
|
2022
Q2 | $555K | Buy |
+9,355
| New | +$555K | 0.43% | 30 |
|
|
2021
Q2 | – | Sell |
-12,174
| Closed | -$730K | – | 54 |
|
|
2021
Q1 | $730K | Buy |
12,174
+3,181
| +35% | +$191K | 0.49% | 28 |
|
|
2020
Q4 | $540K | Buy |
+8,993
| New | +$540K | 0.39% | 31 |
|
|
2019
Q4 | – | Sell |
-3,589
| Closed | -$216K | – | 41 |
|
|
2019
Q3 | $216K | Buy |
+3,589
| New | +$216K | 0.17% | 37 |
|