Number of Shares
4,551.00
Current Holdings Value*
$442,740.00
% of Portfolio
0.25%
Total Estimate Gain
$1.23 Mil
% of Total Estimate Gain
12.75%

Main Line Retirement Advisors, LLC's FIRST TR SMALL CAP Holding Summary

As of 2025-06-30, Main Line Retirement Advisors, LLC held 4,551.00 shares of FIRST TR SMALL CAP(FYX), totaling $442,740.00. This investment constitutes 0.25% of their stock portfolio, and Main Line Retirement Advisors, LLC now holds 0.05% 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 2 sales at an average price of $91.06 for 114,287.00 shares. Based on historical transaction data and FYX's current price of $100.05, Main Line Retirement Advisors, LLC's estimated gain on his FYX holdings is $1.23 Mil, reflecting a 12.75% gain to date.

Main Line Retirement Advisors, LLC FYX ($100.05) Holding Chart

Main Line Retirement Advisors, LLC FYX ($100.05) 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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