Stonebridge Financial Planning 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $222K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $253K | Hold |
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|
2024
Q2 | $252K | Sell |
|
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|
2024
Q1 | $354K | Sell |
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|
2023
Q4 | $573K | Buy |
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|
2023
Q3 | $565K | Sell |
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|
2023
Q2 | $655K | Buy |
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|
2023
Q1 | $635K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $98K | Sell |
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|
2021
Q3 | $616K | Sell |
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|
2021
Q2 | $2.02M | Sell |
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|
2021
Q1 | $2.16M | Sell |
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|
2020
Q4 | $2.62M | Sell |
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|
2020
Q3 | $2.68M | Sell |
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|
2020
Q2 | $2.71M | Sell |
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|
2020
Q1 | $2.78M | Sell |
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|
2019
Q4 | $2.98M | Buy |
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