Centric Wealth Management FTLS Holdings History
Centric Wealth Management's First Trust Long/Short Equity ETF Holding Summary
As of 2025-03-31, Centric Wealth Management held 134,993.00 shares of First Trust Long/Short Equity ETF(FTLS), totaling $8.65 Mil. This investment constitutes 2.27% of their stock portfolio, and Centric Wealth Management now holds 0.44% of the outstanding First Trust Long/Short Equity ETF(FTLS) stock.
The initial trade took place in 2023Q4. And since then Centric Wealth Management has made 5 purchases of FTLS, at an average price of $55.21, for a total of 137,280.00 shares. In addition, there have been 1 sales at an average price of $59.29 for 2,287.00 shares. Based on historical transaction data and FTLS's current price of $65.81, Centric Wealth Management's estimated gain on his FTLS holdings is $1.44 Mil, reflecting a 19.00% gain to date.
Centric Wealth Management FTLS ($65.81) Holding Chart
Centric Wealth Management FTLS ($65.81) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
