Cornerstone Planning Group LLC FTLS Holdings History
Cornerstone Planning Group LLC's First Trust Long/Short Equity ETF Holding Summary
As of 2025-03-31, Cornerstone Planning Group LLC held 199,717.00 shares of First Trust Long/Short Equity ETF(FTLS), totaling $12.47 Mil. This investment constitutes 2.98% of their stock portfolio, and Cornerstone Planning Group LLC now holds 0.65% of the outstanding First Trust Long/Short Equity ETF(FTLS) stock.
The initial trade took place in 2022Q4. And since then Cornerstone Planning Group LLC has made 8 purchases of FTLS, at an average price of $53.24, for a total of 199,717.00 shares. Based on historical transaction data and FTLS's current price of $66.49, Cornerstone Planning Group LLC's estimated gain on his FTLS holdings is $2.65 Mil, reflecting a 24.89% gain to date.
Cornerstone Planning Group LLC FTLS ($66.49) Holding Chart
Cornerstone Planning Group LLC FTLS ($66.49) 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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