1776 WEALTH LLC FTSM Holdings History

Number of Shares
183,307.00
Current Holdings Value*
$10.97 Mil
% of Portfolio
5.04%
Total Estimate Gain
$8,279.56
% of Total Estimate Gain
0.02%

1776 WEALTH LLC's First Trust Enhanced Short Maturity ETF Holding Summary

As of 2025-03-31, 1776 WEALTH LLC held 183,307.00 shares of First Trust Enhanced Short Maturity ETF(FTSM), totaling $10.97 Mil. This investment constitutes 5.04% of their stock portfolio, and 1776 WEALTH LLC now holds 0.17% of the outstanding First Trust Enhanced Short Maturity ETF(FTSM) stock.

The initial trade took place in 2019Q4. And since then 1776 WEALTH LLC has made 6 purchases of FTSM, at an average price of $59.77, for a total of 562,155.00 shares. In addition, there have been 15 sales at an average price of $59.68 for 378,848.00 shares. Based on historical transaction data and FTSM's current price of $59.98, 1776 WEALTH LLC's estimated gain on his FTSM holdings is $8,279.56, reflecting a 0.02% gain to date.

1776 WEALTH LLC FTSM ($59.98) Holding Chart

1776 WEALTH LLC FTSM ($59.98) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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