Number of Shares
59,679.00
Current Holdings Value*
$5.42 Mil
% of Portfolio
2.19%
Total Estimate Gain
$1.18 Mil
% of Total Estimate Gain
21.84%

Key Client Fiduciary Advisors, LLC's First Trust Capital Strength ETF Holding Summary

As of 2025-06-30, Key Client Fiduciary Advisors, LLC held 59,679.00 shares of First Trust Capital Strength ETF(FTCS), totaling $5.42 Mil. This investment constitutes 2.19% of their stock portfolio, and Key Client Fiduciary Advisors, LLC now holds 0.06% of the outstanding First Trust Capital Strength ETF(FTCS) stock.

The initial trade took place in 2023Q1. And since then Key Client Fiduciary Advisors, LLC has made 1 purchases of FTCS, at an average price of $73.46, for a total of 73,440.00 shares. In addition, there have been 9 sales at an average price of $80.42 for 13,761.00 shares. Based on historical transaction data and FTCS's current price of $91.60, Key Client Fiduciary Advisors, LLC's estimated gain on his FTCS holdings is $1.18 Mil, reflecting a 21.84% gain to date.

Key Client Fiduciary Advisors, LLC FTCS ($91.60) Holding Chart

Key Client Fiduciary Advisors, LLC FTCS ($91.60) 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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