WealthPlan Investment 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 | $5.82M | Buy |
97,246
+2,121
| +2% | +$127K | 0.42% | 78 |
|
|
2025
Q1 | $5.69M | Buy |
95,125
+3,983
| +4% | +$238K | 0.56% | 65 |
|
|
2024
Q4 | $5.45M | Buy |
91,142
+7,687
| +9% | +$459K | 0.54% | 65 |
|
|
2024
Q3 | $5M | Buy |
+83,455
| New | +$5M | 0.51% | 69 |
|
|
2023
Q3 | – | Sell |
-694
| Closed | -$41.2K | – | 227 |
|
|
2023
Q2 | $41.2K | Buy |
694
+7
| +1% | +$416 | 0.01% | 206 |
|
|
2023
Q1 | $40.9K | Sell |
687
-73,865
| -99% | -$4.39M | 0.01% | 262 |
|
|
2022
Q4 | $4.44M | Buy |
74,552
+916
| +1% | +$54.5K | 0.31% | 76 |
|
|
2022
Q3 | $4.38M | Buy |
+73,636
| New | +$4.38M | 0.32% | 76 |
|
|
2022
Q1 | $4.81M | Buy |
+80,881
| New | +$4.81M | 0.33% | 76 |
|