Redwood Wealth Management Group’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 | $310K | Sell |
5,172
-190
| -4% | -$11.4K | 0.14% | 131 |
|
2025
Q1 | $321K | Sell |
5,362
-836
| -13% | -$50K | 0.16% | 118 |
|
2024
Q4 | $371K | Sell |
6,198
-104
| -2% | -$6.22K | 0.18% | 113 |
|
2024
Q3 | $377K | Sell |
6,302
-101
| -2% | -$6.05K | 0.19% | 111 |
|
2024
Q2 | $382K | Sell |
6,403
-302
| -5% | -$18K | 0.29% | 82 |
|
2024
Q1 | $400K | Sell |
6,705
-627
| -9% | -$37.4K | 0.42% | 71 |
|
2023
Q4 | $437K | Sell |
7,332
-967
| -12% | -$57.7K | 0.49% | 63 |
|
2023
Q3 | $493K | Sell |
8,299
-713
| -8% | -$42.4K | 0.58% | 53 |
|
2023
Q2 | $535K | Sell |
9,012
-1,780
| -16% | -$106K | 0.59% | 47 |
|
2023
Q1 | $642K | Sell |
10,792
-1,390
| -11% | -$82.7K | 0.73% | 38 |
|
2022
Q4 | $724K | Buy |
+12,182
| New | +$724K | 0.9% | 31 |
|