Oregon Pacific Wealth Management, LLC FTLS Holdings History
Oregon Pacific Wealth Management, LLC's First Trust Long/Short Equity ETF Holding Summary
As of 2025-06-30, Oregon Pacific Wealth Management, LLC held 31,834.00 shares of First Trust Long/Short Equity ETF(FTLS), totaling $2.11 Mil. This investment constitutes 2% of their stock portfolio, and Oregon Pacific Wealth Management, LLC now holds 0.11% of the outstanding First Trust Long/Short Equity ETF(FTLS) stock.
The initial trade took place in 2024Q4. And since then Oregon Pacific Wealth Management, LLC has made 1 purchases of FTLS, at an average price of $65.50, for a total of 32,973.00 shares. In addition, there have been 1 sales at an average price of $64.22 for 1,139.00 shares. Based on historical transaction data and FTLS's current price of $66.70, Oregon Pacific Wealth Management, LLC's estimated gain on his FTLS holdings is $36,705.65, reflecting a 1.70% gain to date.
Oregon Pacific Wealth Management, LLC FTLS ($66.70) Holding Chart
Oregon Pacific Wealth Management, LLC 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 % | |||
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