United Capital Financial Advisors’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

United Capital Financial Advisors’s Portfolio FTSM Stock Details FTSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$349K	Sell	5,847 -2,881	-33%	-$173K	﹤0.01%	1255
2025 Q4	$523K	Sell	8,728 -1,905	-18%	-$114K	﹤0.01%	942
2025 Q3	$637K	Sell	10,633 -3,895	-27%	-$234K	﹤0.01%	788
2025 Q2	$870K	Sell	14,528 -4,731	-25%	-$283K	0.01%	630
2025 Q1	$1.15M	Sell	19,259 -5,790	-23%	-$347K	0.01%	537
2024 Q4	$1.5M	Sell	25,049 -2,507	-9%	-$150K	0.01%	477
2024 Q3	$1.65M	Sell	27,556 -6,180	-18%	-$370K	0.01%	454
2024 Q2	$2.01M	Sell	33,736 -7,307	-18%	-$436K	0.02%	404
2024 Q1	$2.45M	Sell	41,043 -30,961	-43%	-$1.85M	0.02%	390
2023 Q4	$4.3M	Sell	72,004 -145,734	-67%	-$8.69M	0.04%	311
2023 Q3	$12.9M	Sell	217,738 -49,218	-18%	-$2.93M	0.08%	199
2023 Q2	$15.9M	Sell	266,956 -200,638	-43%	-$12M	0.09%	186
2023 Q1	$27.8M	Sell	467,594 -206,873	-31%	-$12.3M	0.16%	126
2022 Q4	$40.1M	Sell	674,467 -214,395	-24%	-$12.7M	0.22%	92
2022 Q3	$52.7M	Sell	888,862 -256,041	-22%	-$15.2M	0.31%	70
2022 Q2	$68M	Sell	1,144,903 -148,268	-11%	-$8.82M	0.37%	52
2022 Q1	$77M	Sell	1,293,171 -54,061	-4%	-$3.23M	0.37%	53
2021 Q4	$80.6M	Sell	1,347,232 -20,167	-1%	-$1.21M	0.37%	51
2021 Q3	$82M	Buy	1,367,399 +65,044	+5%	+$3.9M	0.41%	48
2021 Q2	$78.1M	Sell	1,302,355 -10,341	-0.8%	-$620K	0.39%	50
2021 Q1	$78.7M	Buy	1,312,696 +48,247	+4%	+$2.9M	0.44%	47
2020 Q4	$75.9M	Buy	1,264,449 +96,920	+8%	+$5.82M	0.46%	44
2020 Q3	$70.1M	Buy	1,167,529 +86,432	+8%	+$5.19M	0.46%	45
2020 Q2	$64.9M	Buy	1,081,097 +87,158	+9%	+$5.2M	0.47%	46
2020 Q1	$58.7M	Buy	993,939 +50,497	+5%	+$3.02M	0.49%	40
2019 Q4	$56.7M	Buy	943,442 +46,306	+5%	+$2.78M	0.37%	56
2019 Q3	$53.9M	Sell	897,136 -70,756	-7%	-$4.25M	0.38%	53
2019 Q2	$58.1M	Buy	967,892 +69,930	+8%	+$4.2M	0.38%	53
2019 Q1	$53.9M	Buy	897,962 +11,850	+1%	+$711K	0.38%	55
2018 Q4	$53M	Buy	886,112 +282,384	+47%	+$16.9M	0.42%	50
2018 Q3	$36.2M	Buy	603,728 +60,505	+11%	+$3.63M	0.25%	89
2018 Q2	$32.6M	Buy	543,223 +150,031	+38%	+$9M	0.24%	93
2018 Q1	$23.6M	Buy	393,192 +76,782	+24%	+$4.61M	0.18%	130
2017 Q4	$19M	Buy	316,410 +37,393	+13%	+$2.24M	0.15%	159
2017 Q3	$16.7M	Buy	+279,017	New	+$16.7M	0.14%	167