Number of Shares
34,716.00
Current Holdings Value*
$3.15 Mil
% of Portfolio
0.58%
Total Estimate Gain
$13.90 Mil
% of Total Estimate Gain
14.42%

Kowal Investment Group, LLC's First Trust Capital Strength ETF Holding Summary

As of 2024-09-30, Kowal Investment Group, LLC held 34,716.00 shares of First Trust Capital Strength ETF(FTCS), totaling $3.15 Mil. This investment constitutes 0.58% of their stock portfolio, and Kowal Investment Group, LLC now holds 0.04% of the outstanding First Trust Capital Strength ETF(FTCS) stock.

The initial trade took place in 2020Q4. And since then Kowal Investment Group, LLC has made 7 purchases of FTCS, at an average price of $70.08, for a total of 1.38 Mil shares. In addition, there have been 2 sales at an average price of $79.92 for 1.34 Mil shares. Based on historical transaction data and FTCS's current price of $90.31, Kowal Investment Group, LLC's estimated gain on his FTCS holdings is $13.90 Mil, reflecting a 14.42% gain to date.

Kowal Investment Group, LLC FTCS ($90.31) Holding Chart

Kowal Investment Group, LLC FTCS ($90.31) 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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