TLFA
True Link Financial Advisors’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-39,078
| Closed | -$2.32M | – | 76 |
|
|
2023
Q3 | $2.32M | Buy |
39,078
+634
| +2% | +$37.7K | 0.28% | 19 |
|
|
2023
Q2 | $2.28M | Hold |
38,444
| – | – | 0.28% | 20 |
|
|
2023
Q1 | $2.29M | Hold |
38,444
| – | – | 0.29% | 23 |
|
|
2022
Q4 | $2.29M | Buy |
38,444
+2,000
| +5% | +$119K | 0.31% | 22 |
|
|
2022
Q3 | $2.16M | Buy |
36,444
+5,814
| +19% | +$345K | 0.31% | 24 |
|
|
2022
Q2 | $1.82M | Buy |
30,630
+130
| +0.4% | +$7.72K | 0.28% | 36 |
|
|
2022
Q1 | $1.82M | Hold |
30,500
| – | – | 0.26% | 39 |
|
|
2021
Q4 | $1.82M | Hold |
30,500
| – | – | 0.24% | 49 |
|
|
2021
Q3 | $1.83M | Buy |
+30,500
| New | +$1.83M | 0.25% | 47 |
|