FSC Wealth Advisors, LLC FTSM Holdings History
FSC Wealth Advisors, LLC's First Trust Enhanced Short Maturity ETF Holding Summary
As of 2025-03-31, FSC Wealth Advisors, LLC held 199,484.00 shares of First Trust Enhanced Short Maturity ETF(FTSM), totaling $11.94 Mil. This investment constitutes 7.83% of their stock portfolio, and FSC Wealth Advisors, LLC now holds 0.18% of the outstanding First Trust Enhanced Short Maturity ETF(FTSM) stock.
The initial trade took place in 2022Q4. And since then FSC Wealth Advisors, LLC has made 3 purchases of FTSM, at an average price of $59.10, for a total of 321,843.00 shares. In addition, there have been 7 sales at an average price of $59.64 for 122,359.00 shares. Based on historical transaction data and FTSM's current price of $60.00, FSC Wealth Advisors, LLC's estimated gain on his FTSM holdings is $246,270.06, reflecting a 1.29% gain to date.
FSC Wealth Advisors, LLC FTSM ($60.00) Holding Chart
FSC Wealth Advisors, 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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