Number of Shares
65,557.00
Current Holdings Value*
$4.20 Mil
% of Portfolio
3.77%
Total Estimate Gain
$81,538.71
% of Total Estimate Gain
1.90%

IMG Wealth Management, Inc.'s First Trust Long/Short Equity ETF Holding Summary

As of 2025-03-31, IMG Wealth Management, Inc. held 65,557.00 shares of First Trust Long/Short Equity ETF(FTLS), totaling $4.20 Mil. This investment constitutes 3.77% of their stock portfolio, and IMG Wealth Management, Inc. now holds 0.22% of the outstanding First Trust Long/Short Equity ETF(FTLS) stock.

The initial trade took place in 2024Q4. And since then IMG Wealth Management, Inc. has made 1 purchases of FTLS, at an average price of $65.46, for a total of 65,557.00 shares. Based on historical transaction data and FTLS's current price of $66.70, IMG Wealth Management, Inc.'s estimated gain on his FTLS holdings is $81,538.71, reflecting a 1.90% gain to date.

IMG Wealth Management, Inc. FTLS ($66.70) Holding Chart

IMG Wealth Management, Inc. FTLS ($66.70) 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 %

Top Ranked Articles

  • 1