Ellsworth Advisors, LLC FTSM Holdings History
Ellsworth Advisors, LLC's First Trust Enhanced Short Maturity ETF Holding Summary
As of 2025-03-31, Ellsworth Advisors, LLC held 186,462.00 shares of First Trust Enhanced Short Maturity ETF(FTSM), totaling $11.16 Mil. This investment constitutes 2.93% of their stock portfolio, and Ellsworth Advisors, LLC now holds 0.17% of the outstanding First Trust Enhanced Short Maturity ETF(FTSM) stock.
The initial trade took place in 2020Q2. And since then Ellsworth Advisors, LLC has made 11 purchases of FTSM, at an average price of $59.51, for a total of 230,816.00 shares. In addition, there have been 7 sales at an average price of $59.31 for 44,354.00 shares. Based on historical transaction data and FTSM's current price of $59.98, Ellsworth Advisors, LLC's estimated gain on his FTSM holdings is $76,947.60, reflecting a 0.56% gain to date.
Ellsworth Advisors, LLC FTSM ($59.98) Holding Chart
Ellsworth Advisors, LLC FTSM ($59.98) 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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