Number of Shares
308,961.00
Current Holdings Value*
$11.54 Mil
% of Portfolio
4.67%
Total Estimate Gain
$5.05 Mil
% of Total Estimate Gain
65.44%

Key Client Fiduciary Advisors, LLC's First Trust Indxx Aerospace & Defense ETF Holding Summary

As of 2025-06-30, Key Client Fiduciary Advisors, LLC held 308,961.00 shares of First Trust Indxx Aerospace & Defense ETF(MISL), totaling $11.54 Mil. This investment constitutes 4.67% of their stock portfolio, and Key Client Fiduciary Advisors, LLC now holds 7.19% of the outstanding First Trust Indxx Aerospace & Defense ETF(MISL) stock.

The initial trade took place in 2023Q3. And since then Key Client Fiduciary Advisors, LLC has made 3 purchases of MISL, at an average price of $23.47, for a total of 328,519.00 shares. In addition, there have been 5 sales at an average price of $29.25 for 19,558.00 shares. Based on historical transaction data and MISL's current price of $39.44, Key Client Fiduciary Advisors, LLC's estimated gain on his MISL holdings is $5.05 Mil, reflecting a 65.44% gain to date.

Key Client Fiduciary Advisors, LLC MISL ($39.44) Holding Chart

Key Client Fiduciary Advisors, LLC MISL ($39.44) 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 %

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