Number of Shares
2,263.00
Current Holdings Value*
$1.36 Mil
% of Portfolio
0.65%
Total Estimate Gain
$66,947.55
% of Total Estimate Gain
0.69%

Weitzel Financial Services, Inc.'s First Trust Enhanced Short Maturity ETF Holding Summary

As of 2025-03-31, Weitzel Financial Services, Inc. held 2,263.00 shares of First Trust Enhanced Short Maturity ETF(FTSM), totaling $1.36 Mil. This investment constitutes 0.65% of their stock portfolio, and Weitzel Financial Services, Inc. now holds 0% of the outstanding First Trust Enhanced Short Maturity ETF(FTSM) stock.

The initial trade took place in 2022Q2. And since then Weitzel Financial Services, Inc. has made 5 purchases of FTSM, at an average price of $59.24, for a total of 162,976.00 shares. In addition, there have been 7 sales at an average price of $59.64 for 160,713.00 shares. Based on historical transaction data and FTSM's current price of $59.90, Weitzel Financial Services, Inc.'s estimated gain on his FTSM holdings is $66,947.55, reflecting a 0.69% gain to date.

Weitzel Financial Services, Inc. FTSM ($59.90) Holding Chart

Weitzel Financial Services, Inc. FTSM ($59.90) 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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