Number of Shares
130,603.00
Current Holdings Value*
$8.91 Mil
% of Portfolio
6.43%
Total Estimate Gain
$679,948.85
% of Total Estimate Gain
6.65%

Frederick Financial Consultants, LLC's First Trust RBA American Industrial Renaissance ET Holding Summary

As of 2025-03-31, Frederick Financial Consultants, LLC held 130,603.00 shares of First Trust RBA American Industrial Renaissance ET(AIRR), totaling $8.91 Mil. This investment constitutes 6.43% of their stock portfolio, and Frederick Financial Consultants, LLC now holds 0.29% of the outstanding First Trust RBA American Industrial Renaissance ET(AIRR) stock.

The initial trade took place in 2024Q4. And since then Frederick Financial Consultants, LLC has made 1 purchases of AIRR, at an average price of $78.23, for a total of 130,603.00 shares. Based on historical transaction data and AIRR's current price of $83.44, Frederick Financial Consultants, LLC's estimated gain on his AIRR holdings is $679,948.85, reflecting a 6.65% gain to date.

Frederick Financial Consultants, LLC AIRR ($83.44) Holding Chart

Frederick Financial Consultants, LLC AIRR ($83.44) 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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