SHELTON WEALTH MANAGEMENT, LLC FTSM Holdings History
SHELTON WEALTH MANAGEMENT, LLC's First Trust Enhanced Short Maturity ETF Holding Summary
As of 2025-06-30, SHELTON WEALTH MANAGEMENT, LLC held 208,380.00 shares of First Trust Enhanced Short Maturity ETF(FTSM), totaling $12.48 Mil. This investment constitutes 6.01% of their stock portfolio, and SHELTON WEALTH MANAGEMENT, LLC now holds 0.2% of the outstanding First Trust Enhanced Short Maturity ETF(FTSM) stock.
The initial trade took place in 2021Q4. And since then SHELTON WEALTH MANAGEMENT, LLC has made 6 purchases of FTSM, at an average price of $59.60, for a total of 403,778.00 shares. In addition, there have been 8 sales at an average price of $59.40 for 195,398.00 shares. Based on historical transaction data and FTSM's current price of $59.98, SHELTON WEALTH MANAGEMENT, LLC's estimated gain on his FTSM holdings is $41,457.60, reflecting a 0.17% gain to date.
SHELTON WEALTH MANAGEMENT, LLC FTSM ($59.98) Holding Chart
SHELTON WEALTH MANAGEMENT, LLC FTSM ($59.98) 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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