Number of Shares
57,787.00
Current Holdings Value*
$3.70 Mil
% of Portfolio
2.52%
Total Estimate Gain
$1.11 Mil
% of Total Estimate Gain
9.80%

LFA - Lugano Financial Advisors SA's First Trust Long/Short Equity ETF Holding Summary

As of 2025-03-31, LFA - Lugano Financial Advisors SA held 57,787.00 shares of First Trust Long/Short Equity ETF(FTLS), totaling $3.70 Mil. This investment constitutes 2.52% of their stock portfolio, and LFA - Lugano Financial Advisors SA now holds 0.19% of the outstanding First Trust Long/Short Equity ETF(FTLS) stock.

The initial trade took place in 2021Q4. And since then LFA - Lugano Financial Advisors SA has made 5 purchases of FTLS, at an average price of $51.48, for a total of 219,507.00 shares. In addition, there have been 9 sales at an average price of $53.00 for 161,720.00 shares. Based on historical transaction data and FTLS's current price of $66.38, LFA - Lugano Financial Advisors SA's estimated gain on his FTLS holdings is $1.11 Mil, reflecting a 9.80% gain to date.

LFA - Lugano Financial Advisors SA FTLS ($66.38) Holding Chart

LFA - Lugano Financial Advisors SA FTLS ($66.38) 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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