Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$48,807.15
% of Total Estimate Gain
11.48%

First Trust Direct Indexing L.P.'s INVESCO DORSEY WRIGHT SMALLCAP MOMENTUM ETF Holding Summary

As of 2024-12-31, First Trust Direct Indexing L.P. held - shares of INVESCO DORSEY WRIGHT SMALLCAP MOMENTUM ETF(DWAS), totaling N/A. This investment constitutes 0% of their stock portfolio, and First Trust Direct Indexing L.P. now holds 0% of the outstanding INVESCO DORSEY WRIGHT SMALLCAP MOMENTUM ETF(DWAS) stock.

The initial trade took place in 2024Q1. And since then First Trust Direct Indexing L.P. has made 1 purchases of DWAS, at an average price of $86.16, for a total of 4,935.00 shares. In addition, there have been 1 sales at an average price of $96.05 for 4,935.00 shares. Based on historical transaction data and DWAS's current price of $86.02, First Trust Direct Indexing L.P.'s estimated gain on his DWAS holdings is $48,807.15, reflecting a 11.48% gain to date.

First Trust Direct Indexing L.P. DWAS ($86.02) Holding Chart

First Trust Direct Indexing L.P. DWAS ($86.02) 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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