Number of Shares
96,120.00
Current Holdings Value*
$3.95 Mil
% of Portfolio
5.15%
Total Estimate Gain
$3.51 Mil
% of Total Estimate Gain
48.05%

Peak Capital Management LLC's FIRST TR SMALL CAP Holding Summary

As of 2020-03-31, Peak Capital Management LLC held 96,120.00 shares of FIRST TR SMALL CAP(FYX), totaling $3.95 Mil. This investment constitutes 5.15% of their stock portfolio, and Peak Capital Management LLC now holds 0.97% of the outstanding FIRST TR SMALL CAP(FYX) stock.

The initial trade took place in 2019Q2. And since then Peak Capital Management LLC has made 3 purchases of FYX, at an average price of $61.56, for a total of 118,732.00 shares. In addition, there have been 1 sales at an average price of $57.21 for 22,612.00 shares. Based on historical transaction data and FYX's current price of $99.11, Peak Capital Management LLC's estimated gain on his FYX holdings is $3.51 Mil, reflecting a 48.05% gain to date.

Peak Capital Management LLC FYX ($99.11) Holding Chart

Peak Capital Management LLC FYX ($99.11) 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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