Number of Shares
44,943.00
Current Holdings Value*
$4.03 Mil
% of Portfolio
1.62%
Total Estimate Gain
$1.71 Mil
% of Total Estimate Gain
17.43%

DHJJ Financial Advisors, Ltd.'s First Trust Capital Strength ETF Holding Summary

As of 2025-03-31, DHJJ Financial Advisors, Ltd. held 44,943.00 shares of First Trust Capital Strength ETF(FTCS), totaling $4.03 Mil. This investment constitutes 1.62% of their stock portfolio, and DHJJ Financial Advisors, Ltd. now holds 0.05% of the outstanding First Trust Capital Strength ETF(FTCS) stock.

The initial trade took place in 2020Q4. And since then DHJJ Financial Advisors, Ltd. has made 3 purchases of FTCS, at an average price of $69.73, for a total of 140,849.00 shares. In addition, there have been 9 sales at an average price of $77.72 for 95,906.00 shares. Based on historical transaction data and FTCS's current price of $90.78, DHJJ Financial Advisors, Ltd.'s estimated gain on his FTCS holdings is $1.71 Mil, reflecting a 17.43% gain to date.

DHJJ Financial Advisors, Ltd. FTCS ($90.78) Holding Chart

DHJJ Financial Advisors, Ltd. 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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