Spire Wealth Management’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 | $4.38M | Sell |
73,155
-67,165
| -48% | -$4.02M | 0.16% | 121 |
|
2025
Q1 | $8.4M | Sell |
140,320
-16,528
| -11% | -$989K | 0.27% | 77 |
|
2024
Q4 | $9.37M | Buy |
+156,848
| New | +$9.37M | 0.29% | 77 |
|
2022
Q2 | – | Sell |
-41,203
| Closed | -$2.45M | – | 2727 |
|
2022
Q1 | $2.45M | Sell |
41,203
-27,148
| -40% | -$1.62M | 0.07% | 240 |
|
2021
Q4 | $4.09M | Sell |
68,351
-1,524
| -2% | -$91.1K | 0.09% | 198 |
|
2021
Q3 | $4.19M | Buy |
69,875
+23,448
| +51% | +$1.41M | 0.11% | 175 |
|
2021
Q2 | $2.78M | Sell |
46,427
-12,488
| -21% | -$749K | 0.08% | 234 |
|
2021
Q1 | $3.53M | Buy |
+58,915
| New | +$3.53M | 0.09% | 196 |
|