Number of Shares
289,302.00
Current Holdings Value*
$7.14 Mil
% of Portfolio
3.44%
Total Estimate Gain
$550,715.41
% of Total Estimate Gain
7.74%

Fortress Wealth Management, Inc.'s FIRST TR EXCH VII Holding Summary

As of 2025-06-30, Fortress Wealth Management, Inc. held 289,302.00 shares of FIRST TR EXCH VII(FTGC), totaling $7.14 Mil. This investment constitutes 3.44% of their stock portfolio, and Fortress Wealth Management, Inc. now holds 0.3% of the outstanding FIRST TR EXCH VII(FTGC) stock.

The initial trade took place in 2024Q4. And since then Fortress Wealth Management, Inc. has made 1 purchases of FTGC, at an average price of $23.67, for a total of 300,506.00 shares. In addition, there have been 2 sales at an average price of $25.05 for 11,204.00 shares. Based on historical transaction data and FTGC's current price of $25.52, Fortress Wealth Management, Inc.'s estimated gain on his FTGC holdings is $550,715.41, reflecting a 7.74% gain to date.

Fortress Wealth Management, Inc. FTGC ($25.52) Holding Chart

Fortress Wealth Management, Inc. FTGC ($25.52) 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