Number of Shares
174,640.00
Current Holdings Value*
$33.41 Mil
% of Portfolio
6.15%
Total Estimate Gain
$21.51 Mil
% of Total Estimate Gain
86.27%

Kowal Investment Group, LLC's First Trust NASDAQ-100 Technology Sector Index Fd Holding Summary

As of 2024-09-30, Kowal Investment Group, LLC held 174,640.00 shares of First Trust NASDAQ-100 Technology Sector Index Fd(QTEC), totaling $33.41 Mil. This investment constitutes 6.15% of their stock portfolio, and Kowal Investment Group, LLC now holds 0.85% of the outstanding First Trust NASDAQ-100 Technology Sector Index Fd(QTEC) stock.

The initial trade took place in 2022Q3. And since then Kowal Investment Group, LLC has made 3 purchases of QTEC, at an average price of $112.36, for a total of 221,913.00 shares. In addition, there have been 6 sales at an average price of $182.22 for 47,273.00 shares. Based on historical transaction data and QTEC's current price of $216.62, Kowal Investment Group, LLC's estimated gain on his QTEC holdings is $21.51 Mil, reflecting a 86.27% gain to date.

Kowal Investment Group, LLC QTEC ($216.62) Holding Chart

Kowal Investment Group, LLC QTEC ($216.62) 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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