Weitzel Financial Services’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 | $1.25M | Buy |
20,893
+18,630
| +823% | +$1.12M | 0.53% | 20 |
|
|
2025
Q1 | $1.36M | Sell |
2,263
-21,030
| -90% | -$12.6M | 0.65% | 20 |
|
|
2024
Q4 | $1.39M | Sell |
23,293
-2,031
| -8% | -$121K | 0.66% | 20 |
|
|
2024
Q3 | $1.52M | Sell |
25,324
-2,480
| -9% | -$149K | 0.71% | 21 |
|
|
2024
Q2 | $1.66M | Sell |
27,804
-203
| -0.7% | -$12.1K | 0.83% | 20 |
|
|
2024
Q1 | $1.67M | Sell |
28,007
-22,804
| -45% | -$1.36M | 0.84% | 20 |
|
|
2023
Q4 | $3.03M | Sell |
50,811
-5,438
| -10% | -$325K | 1.63% | 14 |
|
|
2023
Q3 | $3.34M | Sell |
56,249
-106,727
| -65% | -$6.34M | 1.95% | 14 |
|
|
2023
Q2 | $9.68M | Buy |
162,976
+547
| +0.3% | +$32.5K | 5.5% | 6 |
|
|
2023
Q1 | $9.67M | Buy |
162,429
+5,060
| +3% | +$301K | 5.81% | 6 |
|
|
2022
Q4 | $9.35M | Buy |
157,369
+47,309
| +43% | +$2.81M | 5.97% | 6 |
|
|
2022
Q3 | $6.53M | Buy |
110,060
+6,672
| +6% | +$396K | 4.58% | 7 |
|
|
2022
Q2 | $6.14M | Buy |
+103,388
| New | +$6.14M | 4.14% | 7 |
|