Plan Group Financial’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 | $593K | Hold |
9,903
| – | – | 0.2% | 102 |
|
|
2025
Q1 | $593K | Sell |
9,903
-50
| -0.5% | -$2.99K | 0.21% | 88 |
|
|
2024
Q4 | $595K | Hold |
9,953
| – | – | 0.31% | 62 |
|
|
2024
Q3 | $596K | Buy |
9,953
+1
| +0% | +$60 | 0.31% | 64 |
|
|
2024
Q2 | $593K | Sell |
9,952
-1,166
| -10% | -$69.5K | 0.36% | 62 |
|
|
2024
Q1 | $663K | Buy |
11,118
+5,769
| +108% | +$344K | 0.44% | 41 |
|
|
2023
Q4 | $319K | Sell |
5,349
-5,798
| -52% | -$346K | 0.28% | 48 |
|
|
2023
Q3 | $662K | Buy |
+11,147
| New | +$662K | 0.48% | 33 |
|
|
2022
Q2 | $978K | Buy |
+16,478
| New | +$978K | 1.68% | 20 |
|