SSWM
Strait & Sound Wealth Management’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $270K | Sell |
4,511
-1,244
| -22% | -$74.5K | 0.11% | 124 |
|
|
2025
Q1 | $344K | Sell |
5,755
-3,259
| -36% | -$195K | 0.16% | 103 |
|
|
2024
Q4 | $539K | Sell |
9,014
-160
| -2% | -$9.56K | 0.25% | 72 |
|
|
2024
Q3 | $549K | Sell |
9,174
-4,485
| -33% | -$269K | 0.27% | 69 |
|
|
2024
Q2 | $814K | Sell |
13,659
-2,424
| -15% | -$144K | 0.42% | 44 |
|
|
2024
Q1 | $960K | Sell |
16,083
-604
| -4% | -$36K | 0.54% | 32 |
|
|
2023
Q4 | $998K | Buy |
16,687
+44
| +0.3% | +$2.63K | 0.62% | 32 |
|
|
2023
Q3 | $989K | Buy |
16,643
+375
| +2% | +$22.3K | 0.85% | 26 |
|
|
2023
Q2 | $966K | Buy |
16,268
+4,216
| +35% | +$250K | 0.96% | 24 |
|
|
2023
Q1 | $717K | Sell |
12,052
-24,657
| -67% | -$1.47M | 0.71% | 35 |
|
|
2022
Q4 | $2.19M | Buy |
+36,709
| New | +$2.19M | 2.39% | 10 |
|