Main Line Retirement Advisors, LLC FYX Holdings History
Main Line Retirement Advisors, LLC's FIRST TR SMALL CAP Holding Summary
As of 2025-03-31, Main Line Retirement Advisors, LLC held 113,690.00 shares of FIRST TR SMALL CAP(FYX), totaling $10.24 Mil. This investment constitutes 6.65% of their stock portfolio, and Main Line Retirement Advisors, LLC now holds 1.32% of the outstanding FIRST TR SMALL CAP(FYX) stock.
The initial trade took place in 2023Q2. And since then Main Line Retirement Advisors, LLC has made 5 purchases of FYX, at an average price of $81.06, for a total of 118,838.00 shares. In addition, there have been 1 sales at an average price of $103.31 for 5,148.00 shares. Based on historical transaction data and FYX's current price of $99.78, Main Line Retirement Advisors, LLC's estimated gain on his FYX holdings is $2.24 Mil, reflecting a 23.28% gain to date.
Main Line Retirement Advisors, LLC FYX ($99.78) Holding Chart
Main Line Retirement Advisors, LLC FYX ($99.78) 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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