Number of Shares
18,624.00
Current Holdings Value*
$2.46 Mil
% of Portfolio
1.2%
Total Estimate Gain
$858,523.72
% of Total Estimate Gain
17.10%

Socha Financial Group, LLC's First Trust Technology AlphaDEX Fund Holding Summary

As of 2025-03-31, Socha Financial Group, LLC held 18,624.00 shares of First Trust Technology AlphaDEX Fund(FXL), totaling $2.46 Mil. This investment constitutes 1.2% of their stock portfolio, and Socha Financial Group, LLC now holds 0.21% of the outstanding First Trust Technology AlphaDEX Fund(FXL) stock.

The initial trade took place in 2021Q4. And since then Socha Financial Group, LLC has made 4 purchases of FXL, at an average price of $129.56, for a total of 38,754.00 shares. In addition, there have been 9 sales at an average price of $144.68 for 20,130.00 shares. Based on historical transaction data and FXL's current price of $159.32, Socha Financial Group, LLC's estimated gain on his FXL holdings is $858,523.72, reflecting a 17.10% gain to date.

Socha Financial Group, LLC FXL ($159.32) Holding Chart

Socha Financial Group, LLC FXL ($159.32) 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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