Valeo Financial 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 | $231K | Hold |
3,850
| – | – | 0.01% | 661 |
|
|
2025
Q1 | $230K | Hold |
3,850
| – | – | 0.01% | 604 |
|
|
2024
Q4 | $230K | Hold |
3,850
| – | – | 0.01% | 616 |
|
|
2024
Q3 | $231K | Hold |
3,850
| – | – | 0.01% | 609 |
|
|
2024
Q2 | $229K | Hold |
3,850
| – | – | 0.01% | 571 |
|
|
2024
Q1 | $230K | Sell |
3,850
-3,700
| -49% | -$221K | 0.01% | 574 |
|
|
2023
Q4 | $450K | Buy |
+7,550
| New | +$450K | 0.02% | 393 |
|