Number of Shares
127,903.00
Current Holdings Value*
$6.28 Mil
% of Portfolio
2.93%
Total Estimate Gain
$169,102.92
% of Total Estimate Gain
2.49%

Mainsail Financial Group, LLC's First Trust Low Duration Mortgage Opportunities ET Holding Summary

As of 2025-06-30, Mainsail Financial Group, LLC held 127,903.00 shares of First Trust Low Duration Mortgage Opportunities ET(LMBS), totaling $6.28 Mil. This investment constitutes 2.93% of their stock portfolio, and Mainsail Financial Group, LLC now holds 0.12% of the outstanding First Trust Low Duration Mortgage Opportunities ET(LMBS) stock.

The initial trade took place in 2022Q4. And since then Mainsail Financial Group, LLC has made 9 purchases of LMBS, at an average price of $47.96, for a total of 141,640.00 shares. In addition, there have been 1 sales at an average price of $48.21 for 13,737.00 shares. Based on historical transaction data and LMBS's current price of $49.26, Mainsail Financial Group, LLC's estimated gain on his LMBS holdings is $169,102.92, reflecting a 2.49% gain to date.

Mainsail Financial Group, LLC LMBS ($49.26) Holding Chart

Mainsail Financial Group, LLC LMBS ($49.26) 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