Number of Shares
21,352.00
Current Holdings Value*
$2.33 Mil
% of Portfolio
4.11%
Total Estimate Gain
$502,641.66
% of Total Estimate Gain
24.97%

Solutions 4 Wealth, Ltd's FIRST TRUST MID CA Holding Summary

As of 2025-03-31, Solutions 4 Wealth, Ltd held 21,352.00 shares of FIRST TRUST MID CA(FNX), totaling $2.33 Mil. This investment constitutes 4.11% of their stock portfolio, and Solutions 4 Wealth, Ltd now holds 0.21% of the outstanding FIRST TRUST MID CA(FNX) stock.

The initial trade took place in 2023Q4. And since then Solutions 4 Wealth, Ltd has made 3 purchases of FNX, at an average price of $93.82, for a total of 21,454.00 shares. In addition, there have been 2 sales at an average price of $113.84 for 102.00 shares. Based on historical transaction data and FNX's current price of $117.27, Solutions 4 Wealth, Ltd's estimated gain on his FNX holdings is $502,641.66, reflecting a 24.97% gain to date.

Solutions 4 Wealth, Ltd FNX ($117.27) Holding Chart

Solutions 4 Wealth, Ltd FNX ($117.27) 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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