Number of Shares
79,559.00
Current Holdings Value*
$1.71 Mil
% of Portfolio
0.86%
Total Estimate Gain
$-11,138.26
% of Total Estimate Gain
-0.66%

TCFG WEALTH MANAGEMENT, LLC's First Trust Long Duration Opportunities ETF Holding Summary

As of 2025-03-31, TCFG WEALTH MANAGEMENT, LLC held 79,559.00 shares of First Trust Long Duration Opportunities ETF(LGOV), totaling $1.71 Mil. This investment constitutes 0.86% of their stock portfolio, and TCFG WEALTH MANAGEMENT, LLC now holds 0.25% of the outstanding First Trust Long Duration Opportunities ETF(LGOV) stock.

The initial trade took place in 2025Q1. And since then TCFG WEALTH MANAGEMENT, LLC has made 1 purchases of LGOV, at an average price of $21.12, for a total of 79,559.00 shares. Based on historical transaction data and LGOV's current price of $20.98, TCFG WEALTH MANAGEMENT, LLC's estimated gain on his LGOV holdings is $-11,138.26, reflecting a -0.66% gain to date.

TCFG WEALTH MANAGEMENT, LLC LGOV ($20.98) Holding Chart

TCFG WEALTH MANAGEMENT, LLC LGOV ($20.98) 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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