Number of Shares
653.00
Current Holdings Value*
$228,850.00
% of Portfolio
2.14%
Total Estimate Gain
$50,521.81
% of Total Estimate Gain
28.40%

First Trust Capital Strength Hedged Equity Portfolio's Visa Inc Holding Summary

As of 2025-03-31, First Trust Capital Strength Hedged Equity Portfolio held 653.00 shares of Visa Inc(V), totaling $228,850.00. This investment constitutes 2.14% of their stock portfolio, and First Trust Capital Strength Hedged Equity Portfolio now holds 0% of the outstanding Visa Inc(V) stock.

The initial trade took place in 2023Q3. And since then First Trust Capital Strength Hedged Equity Portfolio has made 6 purchases of V, at an average price of $272.44, for a total of 653.00 shares. Based on historical transaction data and V's current price of $349.81, First Trust Capital Strength Hedged Equity Portfolio's estimated gain on his V holdings is $50,521.81, reflecting a 28.40% gain to date.

First Trust Capital Strength Hedged Equity Portfolio V ($349.81) Holding Chart

First Trust Capital Strength Hedged Equity Portfolio V ($349.81) 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 %

Top Ranked Articles

  • 1