Number of Shares
545,893.00
Current Holdings Value*
$32.55 Mil
% of Portfolio
6.15%
Total Estimate Gain
$950,114.76
% of Total Estimate Gain
1.63%

Coppell Advisory Solutions Corp.'s First Trust Enhanced Short Maturity ETF Holding Summary

As of 2024-03-31, Coppell Advisory Solutions Corp. held 545,893.00 shares of First Trust Enhanced Short Maturity ETF(FTSM), totaling $32.55 Mil. This investment constitutes 6.15% of their stock portfolio, and Coppell Advisory Solutions Corp. now holds -% of the outstanding First Trust Enhanced Short Maturity ETF(FTSM) stock.

The initial trade took place in 2022Q4. And since then Coppell Advisory Solutions Corp. has made 1 purchases of FTSM, at an average price of $58.94, for a total of 986,445.00 shares. In addition, there have been 1 sales at an average price of $59.76 for 440,552.00 shares. Based on historical transaction data and FTSM's current price of $60.01, Coppell Advisory Solutions Corp.'s estimated gain on his FTSM holdings is $950,114.76, reflecting a 1.63% gain to date.

Coppell Advisory Solutions Corp. FTSM ($60.01) Holding Chart

Coppell Advisory Solutions Corp. FTSM ($60.01) 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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