OBWG
Onyx Bridge Wealth Group’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $282K | Buy |
4,702
+1,185
| +34% | +$70.9K | 0.04% | 237 |
|
|
2025
Q1 | $210K | Hold |
3,517
| – | – | 0.03% | 259 |
|
|
2024
Q4 | $210K | Hold |
3,517
| – | – | 0.03% | 252 |
|
|
2024
Q3 | $211K | Sell |
3,517
-4,900
| -58% | -$293K | 0.03% | 253 |
|
|
2024
Q2 | $502K | Hold |
8,417
| – | – | 0.08% | 146 |
|
|
2024
Q1 | $503K | Hold |
8,417
| – | – | 0.09% | 147 |
|
|
2023
Q4 | $502K | Hold |
8,417
| – | – | 0.1% | 131 |
|
|
2023
Q3 | $500K | Hold |
8,417
| – | – | 0.12% | 131 |
|
|
2023
Q2 | $500K | Sell |
8,417
-228
| -3% | -$13.5K | 0.12% | 125 |
|
|
2023
Q1 | $514K | Sell |
8,645
-918
| -10% | -$54.6K | 0.21% | 88 |
|
|
2022
Q4 | $569K | Buy |
9,563
+4,420
| +86% | +$263K | 0.23% | 72 |
|
|
2022
Q3 | $305K | Buy |
+5,143
| New | +$305K | 0.14% | 116 |
|