BELLEVUE ASSET MANAGEMENT, LLC FNX Holdings History
BELLEVUE ASSET MANAGEMENT, LLC's FIRST TRUST MID CA Holding Summary
As of 2025-03-31, BELLEVUE ASSET MANAGEMENT, LLC held 24,073.00 shares of FIRST TRUST MID CA(FNX), totaling $2.62 Mil. This investment constitutes 1.43% of their stock portfolio, and BELLEVUE ASSET MANAGEMENT, LLC now holds 0.24% of the outstanding FIRST TRUST MID CA(FNX) stock.
The initial trade took place in 2019Q4. And since then BELLEVUE ASSET MANAGEMENT, LLC has made 15 purchases of FNX, at an average price of $82.20, for a total of 86,476.00 shares. In addition, there have been 6 sales at an average price of $110.80 for 62,403.00 shares. Based on historical transaction data and FNX's current price of $117.54, BELLEVUE ASSET MANAGEMENT, LLC's estimated gain on his FNX holdings is $2.64 Mil, reflecting a 37.07% gain to date.
BELLEVUE ASSET MANAGEMENT, LLC FNX ($117.54) Holding Chart
BELLEVUE ASSET MANAGEMENT, LLC FNX ($117.54) 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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