Number of Shares
696,398.00
Current Holdings Value*
$14.62 Mil
% of Portfolio
1.12%
Total Estimate Gain
$97,495.72
% of Total Estimate Gain
0.67%

N.E.W. Advisory Services LLC's First Trust Core Investment Grade ETF Holding Summary

As of 2025-03-31, N.E.W. Advisory Services LLC held 696,398.00 shares of First Trust Core Investment Grade ETF(FTCB), totaling $14.62 Mil. This investment constitutes 1.12% of their stock portfolio, and N.E.W. Advisory Services LLC now holds 1.47% of the outstanding First Trust Core Investment Grade ETF(FTCB) stock.

The initial trade took place in 2025Q1. And since then N.E.W. Advisory Services LLC has made 1 purchases of FTCB, at an average price of $20.79, for a total of 696,398.00 shares. Based on historical transaction data and FTCB's current price of $20.93, N.E.W. Advisory Services LLC's estimated gain on his FTCB holdings is $97,495.72, reflecting a 0.67% gain to date.

N.E.W. Advisory Services LLC FTCB ($20.93) Holding Chart

N.E.W. Advisory Services LLC FTCB ($20.93) 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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