Cascadia Advisory Services, LLC FCTR Holdings History
Cascadia Advisory Services, LLC's First Trust Lunt U.S. Factor Rotation ETF Holding Summary
As of 2021-09-30, Cascadia Advisory Services, LLC held 331,508.00 shares of First Trust Lunt U.S. Factor Rotation ETF(FCTR), totaling $11.28 Mil. This investment constitutes 2.32% of their stock portfolio, and Cascadia Advisory Services, LLC now holds 2.07% of the outstanding First Trust Lunt U.S. Factor Rotation ETF(FCTR) stock.
The initial trade took place in 2021Q2. And since then Cascadia Advisory Services, LLC has made 2 purchases of FCTR, at an average price of $34.18, for a total of 331,508.00 shares. Based on historical transaction data and FCTR's current price of $33.75, Cascadia Advisory Services, LLC's estimated gain on his FCTR holdings is $-144,205.25, reflecting a -1.27% gain to date.
Cascadia Advisory Services, LLC FCTR ($33.75) Holding Chart
Cascadia Advisory Services, LLC FCTR ($33.75) 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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