Concorde Asset Management, LLC FTSM Holdings History
Concorde Asset Management, LLC's First Trust Enhanced Short Maturity ETF Holding Summary
As of 2025-03-31, Concorde Asset Management, LLC held 1.17 Mil shares of First Trust Enhanced Short Maturity ETF(FTSM), totaling $69.72 Mil. This investment constitutes 37.53% of their stock portfolio, and Concorde Asset Management, LLC now holds 1.06% of the outstanding First Trust Enhanced Short Maturity ETF(FTSM) stock.
The initial trade took place in 2018Q3. And since then Concorde Asset Management, LLC has made 7 purchases of FTSM, at an average price of $59.89, for a total of 1.21 Mil shares. In addition, there have been 9 sales at an average price of $59.80 for 41,419.00 shares. Based on historical transaction data and FTSM's current price of $60.00, Concorde Asset Management, LLC's estimated gain on his FTSM holdings is $120,839.52, reflecting a 0.17% gain to date.
Concorde Asset Management, LLC FTSM ($60.00) Holding Chart
Concorde Asset Management, LLC FTSM ($60.00) 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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