Number of Shares
465,322.00
Current Holdings Value*
$11.88 Mil
% of Portfolio
7.24%
Total Estimate Gain
$908,982.01
% of Total Estimate Gain
7.02%

HFG Wealth Management, LLC's FIRST TR EXCH VII Holding Summary

As of 2025-06-30, HFG Wealth Management, LLC held 465,322.00 shares of FIRST TR EXCH VII(FTGC), totaling $11.88 Mil. This investment constitutes 7.24% of their stock portfolio, and HFG Wealth Management, LLC now holds 0.48% of the outstanding FIRST TR EXCH VII(FTGC) stock.

The initial trade took place in 2023Q1. And since then HFG Wealth Management, LLC has made 5 purchases of FTGC, at an average price of $23.72, for a total of 546,153.00 shares. In addition, there have been 1 sales at an average price of $25.08 for 80,831.00 shares. Based on historical transaction data and FTGC's current price of $25.44, HFG Wealth Management, LLC's estimated gain on his FTGC holdings is $908,982.01, reflecting a 7.02% gain to date.

HFG Wealth Management, LLC FTGC ($25.44) Holding Chart

HFG Wealth Management, LLC FTGC ($25.44) 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 %

Top Ranked Articles

  • 1