TrueWealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $457K | Sell |
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|
2025
Q2 | $468K | Sell |
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|
2025
Q1 | $626K | Sell |
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|
2024
Q4 | $785K | Buy |
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|
2024
Q3 | $441K | Sell |
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|
2024
Q2 | $593K | Sell |
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|
2024
Q1 | $900K | Sell |
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|
2023
Q4 | $2.83M | Sell |
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|
2023
Q3 | $3.91M | Buy |
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|
2023
Q2 | $3.44M | Sell |
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|
2023
Q1 | $5.69M | Sell |
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|
2022
Q4 | $10.6M | Buy |
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|
2022
Q3 | $10.5M | Buy |
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|
2022
Q2 | $5.08M | Buy |
|