Summit Wealth Partners’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 | $3.11M | Sell |
51,895
-1,878
| -3% | -$112K | 0.59% | 42 |
|
|
2025
Q1 | $3.22M | Sell |
53,773
-542
| -1% | -$32.4K | 0.65% | 39 |
|
|
2024
Q4 | $3.25M | Buy |
54,315
+13,779
| +34% | +$824K | 0.67% | 37 |
|
|
2024
Q3 | $2.43M | Buy |
40,536
+13,274
| +49% | +$795K | 0.47% | 44 |
|
|
2024
Q2 | $1.62M | Sell |
27,262
-3,423
| -11% | -$204K | 0.34% | 59 |
|
|
2024
Q1 | $1.83M | Buy |
30,685
+4,273
| +16% | +$255K | 0.39% | 49 |
|
|
2023
Q4 | $1.58M | Buy |
26,412
+12,170
| +85% | +$726K | 0.37% | 51 |
|
|
2023
Q3 | $846K | Sell |
14,242
-3,965
| -22% | -$236K | 0.22% | 73 |
|
|
2023
Q2 | $1.08M | Buy |
+18,207
| New | +$1.08M | 0.27% | 57 |
|