Tyler-Stone Wealth Management’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 | $917K | Hold |
15,313
| – | – | 0.15% | 127 |
|
|
2025
Q1 | $916K | Buy |
15,313
+4,700
| +44% | +$281K | 0.16% | 116 |
|
|
2024
Q4 | $634K | Sell |
10,613
-1,400
| -12% | -$83.7K | 0.11% | 165 |
|
|
2024
Q3 | $719K | Buy |
12,013
+4,707
| +64% | +$282K | 0.14% | 143 |
|
|
2024
Q2 | $435K | Sell |
7,306
-1,690
| -19% | -$101K | 0.18% | 108 |
|
|
2024
Q1 | $536K | Sell |
8,996
-5,160
| -36% | -$308K | 0.24% | 87 |
|
|
2023
Q4 | $845K | Buy |
14,156
+12,352
| +685% | +$737K | 0.42% | 49 |
|
|
2023
Q3 | $107K | Buy |
1,804
+22
| +1% | +$1.31K | 0.06% | 247 |
|
|
2023
Q2 | $106K | Buy |
+1,782
| New | +$106K | 0.06% | 248 |
|
|
2022
Q4 | $632K | Buy |
10,631
+17
| +0.2% | +$1.01K | 0.43% | 56 |
|
|
2022
Q3 | $630K | Buy |
10,614
+7
| +0.1% | +$415 | 0.48% | 50 |
|
|
2022
Q2 | $630K | Buy |
10,607
+3
| +0% | +$178 | 0.42% | 57 |
|
|
2022
Q1 | $631K | Buy |
10,604
+1
| +0% | +$60 | 0.35% | 64 |
|
|
2021
Q4 | $634K | Buy |
+10,603
| New | +$634K | 0.34% | 63 |
|