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Sargent Investment Group’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Sargent Investment Group’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
-9,150
Closed -$550K – 147
2019
Q4 		$550K Hold
9,150
– – 0.2% 90
2019
Q3 		$550K Hold
9,150
– – 0.25% 83
2019
Q2 		$549K Hold
9,150
– – 0.25% 81
2019
Q1 		$549K Buy
+9,150
New +$549K 0.26% 76