Kaydan Wealth Management, Inc. FTA Holdings History
Kaydan Wealth Management, Inc.'s FIRST TR L CAP VAL Holding Summary
As of 2025-03-31, Kaydan Wealth Management, Inc. held 276,469.00 shares of FIRST TR L CAP VAL(FTA), totaling $21.21 Mil. This investment constitutes 6.8% of their stock portfolio, and Kaydan Wealth Management, Inc. now holds 1.9% of the outstanding FIRST TR L CAP VAL(FTA) stock.
The initial trade took place in 2022Q4. And since then Kaydan Wealth Management, Inc. has made 3 purchases of FTA, at an average price of $68.94, for a total of 664,539.00 shares. In addition, there have been 4 sales at an average price of $71.12 for 388,070.00 shares. Based on historical transaction data and FTA's current price of $80.55, Kaydan Wealth Management, Inc.'s estimated gain on his FTA holdings is $4.05 Mil, reflecting a 8.85% gain to date.
Kaydan Wealth Management, Inc. FTA ($80.55) Holding Chart
Kaydan Wealth Management, Inc. FTA ($80.55) 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
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
