Concentrum Wealth Management FTCS Holdings History
Concentrum Wealth Management's First Trust Capital Strength ETF Holding Summary
As of 2025-03-31, Concentrum Wealth Management held 100,641.00 shares of First Trust Capital Strength ETF(FTCS), totaling $9.02 Mil. This investment constitutes 3.34% of their stock portfolio, and Concentrum Wealth Management now holds 0.11% of the outstanding First Trust Capital Strength ETF(FTCS) stock.
The initial trade took place in 2020Q4. And since then Concentrum Wealth Management has made 13 purchases of FTCS, at an average price of $76.54, for a total of 109,958.00 shares. In addition, there have been 1 sales at an average price of $77.79 for 9,317.00 shares. Based on historical transaction data and FTCS's current price of $90.72, Concentrum Wealth Management's estimated gain on his FTCS holdings is $1.44 Mil, reflecting a 17.09% gain to date.
Concentrum Wealth Management FTCS ($90.72) Holding Chart
Concentrum Wealth Management FTCS ($90.72) 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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