ORBA Wealth Advisors, L.L.C. FTCS Holdings History
ORBA Wealth Advisors, L.L.C.'s First Trust Capital Strength ETF Holding Summary
As of 2025-03-31, ORBA Wealth Advisors, L.L.C. held 55,615.00 shares of First Trust Capital Strength ETF(FTCS), totaling $4.99 Mil. This investment constitutes 2.51% of their stock portfolio, and ORBA Wealth Advisors, L.L.C. now holds 0.06% of the outstanding First Trust Capital Strength ETF(FTCS) stock.
The initial trade took place in 2023Q4. And since then ORBA Wealth Advisors, L.L.C. has made 2 purchases of FTCS, at an average price of $77.74, for a total of 60,721.00 shares. In addition, there have been 3 sales at an average price of $87.58 for 5,106.00 shares. Based on historical transaction data and FTCS's current price of $90.99, ORBA Wealth Advisors, L.L.C.'s estimated gain on his FTCS holdings is $787,087.74, reflecting a 16.67% gain to date.
ORBA Wealth Advisors, L.L.C. FTCS ($90.99) Holding Chart
ORBA Wealth Advisors, L.L.C. FTCS ($90.99) 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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