Number of Shares
486,109.00
Current Holdings Value*
$14.46 Mil
% of Portfolio
5.97%
Total Estimate Gain
$1.74 Mil
% of Total Estimate Gain
11.64%

ODonnell Financial Services, LLC's First Trust Growth Strength ETF Holding Summary

As of 2025-03-31, ODonnell Financial Services, LLC held 486,109.00 shares of First Trust Growth Strength ETF(FTGS), totaling $14.46 Mil. This investment constitutes 5.97% of their stock portfolio, and ODonnell Financial Services, LLC now holds 1.52% of the outstanding First Trust Growth Strength ETF(FTGS) stock.

The initial trade took place in 2024Q3. And since then ODonnell Financial Services, LLC has made 3 purchases of FTGS, at an average price of $30.78, for a total of 486,109.00 shares. Based on historical transaction data and FTGS's current price of $34.36, ODonnell Financial Services, LLC's estimated gain on his FTGS holdings is $1.74 Mil, reflecting a 11.64% gain to date.

ODonnell Financial Services, LLC FTGS ($34.36) Holding Chart

ODonnell Financial Services, LLC FTGS ($34.36) 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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