Number of Shares
87,308.00
Current Holdings Value*
$7.83 Mil
% of Portfolio
6.48%
Total Estimate Gain
$-19,081.24
% of Total Estimate Gain
-0.24%

Morey & Quinn Wealth Partners, LLC's First Trust Capital Strength ETF Holding Summary

As of 2025-03-31, Morey & Quinn Wealth Partners, LLC held 87,308.00 shares of First Trust Capital Strength ETF(FTCS), totaling $7.83 Mil. This investment constitutes 6.48% of their stock portfolio, and Morey & Quinn Wealth Partners, LLC now holds 0.09% of the outstanding First Trust Capital Strength ETF(FTCS) stock.

The initial trade took place in 2024Q4. And since then Morey & Quinn Wealth Partners, LLC has made 1 purchases of FTCS, at an average price of $91.00, for a total of 87,308.00 shares. Based on historical transaction data and FTCS's current price of $90.78, Morey & Quinn Wealth Partners, LLC's estimated gain on his FTCS holdings is $-19,081.24, reflecting a -0.24% gain to date.

Morey & Quinn Wealth Partners, LLC FTCS ($90.78) Holding Chart

Morey & Quinn Wealth Partners, LLC FTCS ($90.78) 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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