Twin Peaks Wealth Advisors’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 | $7M | Buy |
116,759
+6,775
| +6% | +$406K | 2.27% | 11 |
|
|
2025
Q1 | $6.58M | Buy |
109,984
+7,334
| +7% | +$439K | 3% | 7 |
|
|
2024
Q4 | $6.14M | Sell |
102,650
-4,370
| -4% | -$261K | 2.59% | 8 |
|
|
2024
Q3 | $6.41M | Sell |
107,020
-7,876
| -7% | -$472K | 2.95% | 7 |
|
|
2024
Q2 | $6.85M | Sell |
114,896
-19,003
| -14% | -$1.13M | 3.42% | 6 |
|
|
2024
Q1 | $7.98M | Buy |
133,899
+12,859
| +11% | +$767K | 4.43% | 4 |
|
|
2023
Q4 | $7.22M | Buy |
+121,040
| New | +$7.22M | 4.61% | 4 |
|