Bennett Associates Wealth Management FTCS Holdings History
Bennett Associates Wealth Management's First Trust Capital Strength ETF Holding Summary
As of 2025-03-31, Bennett Associates Wealth Management held 260,113.00 shares of First Trust Capital Strength ETF(FTCS), totaling $23.32 Mil. This investment constitutes 19.22% of their stock portfolio, and Bennett Associates Wealth Management now holds 0.27% of the outstanding First Trust Capital Strength ETF(FTCS) stock.
The initial trade took place in 2023Q4. And since then Bennett Associates Wealth Management has made 4 purchases of FTCS, at an average price of $76.90, for a total of 278,716.00 shares. In addition, there have been 1 sales at an average price of $91.01 for 18,603.00 shares. Based on historical transaction data and FTCS's current price of $90.78, Bennett Associates Wealth Management's estimated gain on his FTCS holdings is $3.87 Mil, reflecting a 18.07% gain to date.
Bennett Associates Wealth Management FTCS ($90.78) Holding Chart
Bennett Associates Wealth Management FTCS ($90.78) 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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