Naviter Wealth’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
Q1 | – | Sell |
-9,626
| Closed | -$575K | – | 283 |
|
|
2024
Q4 | $575K | Buy |
+9,626
| New | +$575K | 0.07% | 199 |
|
|
2024
Q3 | – | Sell |
-43,777
| Closed | -$2.62M | – | 247 |
|
|
2024
Q2 | $2.62M | Sell |
43,777
-2,555
| -6% | -$153K | 0.39% | 69 |
|
|
2024
Q1 | $2.77M | Sell |
46,332
-143,005
| -76% | -$8.56M | 0.45% | 59 |
|
|
2023
Q4 | $11.3M | Buy |
189,337
+11,348
| +6% | +$677K | 2.27% | 9 |
|
|
2023
Q3 | $10.6M | Buy |
177,989
+7,457
| +4% | +$445K | 2.56% | 7 |
|
|
2023
Q2 | $10.2M | Buy |
+170,532
| New | +$10.2M | 2.59% | 7 |
|