PCG Wealth Advisors, LLC FTSM Holdings History
PCG Wealth Advisors, LLC's First Trust Enhanced Short Maturity ETF Holding Summary
As of 2025-03-31, PCG Wealth Advisors, LLC held 105,948.00 shares of First Trust Enhanced Short Maturity ETF(FTSM), totaling $6.34 Mil. This investment constitutes 2.21% of their stock portfolio, and PCG Wealth Advisors, LLC now holds 0.1% of the outstanding First Trust Enhanced Short Maturity ETF(FTSM) stock.
The initial trade took place in 2022Q3. And since then PCG Wealth Advisors, LLC has made 4 purchases of FTSM, at an average price of $59.60, for a total of 177,838.00 shares. In addition, there have been 7 sales at an average price of $59.65 for 71,890.00 shares. Based on historical transaction data and FTSM's current price of $60.00, PCG Wealth Advisors, LLC's estimated gain on his FTSM holdings is $45,684.88, reflecting a 0.43% gain to date.
PCG Wealth Advisors, LLC FTSM ($60.00) Holding Chart
PCG Wealth Advisors, LLC FTSM ($60.00) 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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