ProVise Management Group’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $209K | Sell |
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|
2025
Q1 | $217K | Sell |
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|
2024
Q4 | $261K | Sell |
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|
2024
Q3 | $317K | Sell |
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|
2024
Q2 | $390K | Sell |
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|
2024
Q1 | $406K | Sell |
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|
2023
Q4 | $413K | Sell |
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|
2023
Q3 | $432K | Sell |
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|
2023
Q2 | $487K | Sell |
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|
2023
Q1 | $578K | Buy |
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|
2022
Q4 | $558K | Sell |
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|
2022
Q3 | $598K | Sell |
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|
2022
Q2 | $648K | Sell |
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|
2022
Q1 | $661K | Sell |
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|
2021
Q4 | $942K | Sell |
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|
2021
Q3 | $952K | Buy |
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|
2021
Q2 | $899K | Sell |
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|
2021
Q1 | $1.07M | Buy |
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|
2020
Q4 | $932K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $588K | Sell |
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|
2016
Q3 | $784K | Buy |
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|
2016
Q2 | $782K | Buy |
|