Number of Shares
95,441.00
Current Holdings Value*
$7.60 Mil
% of Portfolio
3.23%
Total Estimate Gain
$919,881.65
% of Total Estimate Gain
10.46%

NEW WAVE WEALTH ADVISORS LLC's FIRST TR EXCH TRD Holding Summary

As of 2025-06-30, NEW WAVE WEALTH ADVISORS LLC held 95,441.00 shares of FIRST TR EXCH TRD(FYC), totaling $7.60 Mil. This investment constitutes 3.23% of their stock portfolio, and NEW WAVE WEALTH ADVISORS LLC now holds 1.63% of the outstanding FIRST TR EXCH TRD(FYC) stock.

The initial trade took place in 2024Q3. And since then NEW WAVE WEALTH ADVISORS LLC has made 2 purchases of FYC, at an average price of $71.98, for a total of 122,226.00 shares. In addition, there have been 2 sales at an average price of $75.27 for 26,785.00 shares. Based on historical transaction data and FYC's current price of $80.70, NEW WAVE WEALTH ADVISORS LLC's estimated gain on his FYC holdings is $919,881.65, reflecting a 10.46% gain to date.

NEW WAVE WEALTH ADVISORS LLC FYC ($80.70) Holding Chart

NEW WAVE WEALTH ADVISORS LLC FYC ($80.70) 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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