Summit Financial’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 | $1.95M | Sell |
32,484
-11,657
| -26% | -$701K | 0.04% | 295 |
|
|
2025
Q1 | $2.64M | Buy |
44,141
+11,006
| +33% | +$659K | 0.07% | 223 |
|
|
2024
Q4 | $1.98M | Buy |
33,135
+830
| +3% | +$49.6K | 0.07% | 215 |
|
|
2024
Q3 | $1.94M | Sell |
32,305
-379
| -1% | -$22.8K | 0.08% | 183 |
|
|
2024
Q2 | $1.96M | Buy |
32,684
+5,488
| +20% | +$328K | 0.09% | 159 |
|
|
2024
Q1 | $1.63M | Buy |
27,196
+19,448
| +251% | +$1.16M | 0.1% | 121 |
|
|
2023
Q4 | $462K | Buy |
+7,748
| New | +$462K | 0.03% | 252 |
|