Hapanowicz & Associates Financial Services, Inc FYX Holdings History
Hapanowicz & Associates Financial Services, Inc's FIRST TR SMALL CAP Holding Summary
As of 2025-03-31, Hapanowicz & Associates Financial Services, Inc held 70,292.00 shares of FIRST TR SMALL CAP(FYX), totaling $6.33 Mil. This investment constitutes 3.53% of their stock portfolio, and Hapanowicz & Associates Financial Services, Inc now holds 0.78% of the outstanding FIRST TR SMALL CAP(FYX) stock.
The initial trade took place in 2018Q2. And since then Hapanowicz & Associates Financial Services, Inc has made 19 purchases of FYX, at an average price of $66.89, for a total of 423,602.00 shares. In addition, there have been 9 sales at an average price of $83.46 for 353,310.00 shares. Based on historical transaction data and FYX's current price of $101.74, Hapanowicz & Associates Financial Services, Inc's estimated gain on his FYX holdings is $8.30 Mil, reflecting a 29.30% gain to date.
Hapanowicz & Associates Financial Services, Inc FYX ($101.74) Holding Chart
Hapanowicz & Associates Financial Services, Inc FYX ($101.74) 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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