Number of Shares
91,273.00
Current Holdings Value*
$7.18 Mil
% of Portfolio
2.35%
Total Estimate Gain
$2.91 Mil
% of Total Estimate Gain
6.35%

Kaydan Wealth Management, Inc.'s FIRST TR L CAP VAL Holding Summary

As of 2025-06-30, Kaydan Wealth Management, Inc. held 91,273.00 shares of FIRST TR L CAP VAL(FTA), totaling $7.18 Mil. This investment constitutes 2.35% of their stock portfolio, and Kaydan Wealth Management, Inc. now holds 0.65% 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 5 sales at an average price of $72.33 for 573,266.00 shares. Based on historical transaction data and FTA's current price of $79.52, Kaydan Wealth Management, Inc.'s estimated gain on his FTA holdings is $2.91 Mil, reflecting a 6.35% gain to date.

Kaydan Wealth Management, Inc. FTA ($79.52) Holding Chart

Kaydan Wealth Management, Inc. FTA ($79.52) 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 %

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