Refined Wealth Management’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 | $887K | Hold |
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|
2025
Q2 | $887K | Hold |
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|
2025
Q1 | $886K | Hold |
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|
2024
Q4 | $885K | Sell |
|
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|
2024
Q3 | $897K | Hold |
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|
2024
Q2 | $893K | Sell |
|
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|
2024
Q1 | $918K | Sell |
|
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|
2023
Q4 | $919K | Sell |
|
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|
2023
Q3 | $1.09M | Buy |
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|
2023
Q2 | $1.08M | Hold |
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|
2023
Q1 | $1.09M | Sell |
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|
2022
Q4 | $1.09M | Sell |
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|
2022
Q3 | $1.34M | Sell |
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|
2022
Q2 | $1.36M | Sell |
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|
2022
Q1 | $1.37M | Sell |
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|
2021
Q4 | $1.77M | Sell |
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|
2021
Q3 | $1.79M | Sell |
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|
2021
Q2 | $1.83M | Buy |
|