SHELTON WEALTH MANAGEMENT, LLC FTCS Holdings History
SHELTON WEALTH MANAGEMENT, LLC's First Trust Capital Strength ETF Holding Summary
As of 2025-06-30, SHELTON WEALTH MANAGEMENT, LLC held 56,973.00 shares of First Trust Capital Strength ETF(FTCS), totaling $5.18 Mil. This investment constitutes 2.49% of their stock portfolio, and SHELTON WEALTH MANAGEMENT, LLC now holds 0.06% of the outstanding First Trust Capital Strength ETF(FTCS) stock.
The initial trade took place in 2022Q4. And since then SHELTON WEALTH MANAGEMENT, LLC has made 1 purchases of FTCS, at an average price of $73.52, for a total of 128,897.00 shares. In addition, there have been 10 sales at an average price of $81.60 for 71,924.00 shares. Based on historical transaction data and FTCS's current price of $90.78, SHELTON WEALTH MANAGEMENT, LLC's estimated gain on his FTCS holdings is $1.56 Mil, reflecting a 16.51% gain to date.
SHELTON WEALTH MANAGEMENT, LLC FTCS ($90.78) Holding Chart
SHELTON WEALTH MANAGEMENT, LLC FTCS ($90.78) 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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