Schrum Private Wealth Management LLC FXL Holdings History
Schrum Private Wealth Management LLC's First Trust Technology AlphaDEX Fund Holding Summary
As of 2025-06-30, Schrum Private Wealth Management LLC held 22,424.00 shares of First Trust Technology AlphaDEX Fund(FXL), totaling $3.53 Mil. This investment constitutes 2.83% of their stock portfolio, and Schrum Private Wealth Management LLC now holds 0.26% of the outstanding First Trust Technology AlphaDEX Fund(FXL) stock.
The initial trade took place in 2021Q4. And since then Schrum Private Wealth Management LLC has made 2 purchases of FXL, at an average price of $132.34, for a total of 45,424.00 shares. In addition, there have been 4 sales at an average price of $141.40 for 23,000.00 shares. Based on historical transaction data and FXL's current price of $159.86, Schrum Private Wealth Management LLC's estimated gain on his FXL holdings is $825,224.00, reflecting a 13.73% gain to date.
Schrum Private Wealth Management LLC FXL ($159.86) Holding Chart
Schrum Private Wealth Management LLC FXL ($159.86) 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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