PA
FTSM icon

Planning Alternatives’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Planning Alternatives’s Portfolio FTSM Stock Details FTSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-825,211
Closed -$49.6M – 49
2019
Q4 		$49.6M Sell
825,211
-346,902
-30% -$20.8M 8.65% 3
2019
Q3 		$70.4M Buy
1,172,113
+29,628
+3% +$1.78M 12.88% 2
2019
Q2 		$68.6M Buy
1,142,485
+21,267
+2% +$1.28M 12.53% 2
2019
Q1 		$67.3M Buy
+1,121,218
New +$67.3M 12.3% 2