Herold Advisors, Inc. FTSM Holdings History
Herold Advisors, Inc.'s First Trust Enhanced Short Maturity ETF Holding Summary
As of 2025-03-31, Herold Advisors, Inc. held 29,130.00 shares of First Trust Enhanced Short Maturity ETF(FTSM), totaling $1.74 Mil. This investment constitutes 0.38% of their stock portfolio, and Herold Advisors, Inc. now holds 0.03% of the outstanding First Trust Enhanced Short Maturity ETF(FTSM) stock.
The initial trade took place in 2023Q4. And since then Herold Advisors, Inc. has made 4 purchases of FTSM, at an average price of $59.78, for a total of 39,076.00 shares. In addition, there have been 2 sales at an average price of $59.81 for 9,946.00 shares. Based on historical transaction data and FTSM's current price of $60.00, Herold Advisors, Inc.'s estimated gain on his FTSM holdings is $6,910.51, reflecting a 0.30% gain to date.
Herold Advisors, Inc. FTSM ($60.00) Holding Chart
Herold Advisors, Inc. 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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