Number of Shares
82,967.00
Current Holdings Value*
$9.12 Mil
% of Portfolio
2.74%
Total Estimate Gain
$2.28 Mil
% of Total Estimate Gain
33.15%

Triumph Capital Management's FIRST TR LARGE CAP Holding Summary

As of 2025-06-30, Triumph Capital Management held 82,967.00 shares of FIRST TR LARGE CAP(FEX), totaling $9.12 Mil. This investment constitutes 2.74% of their stock portfolio, and Triumph Capital Management now holds 0.69% of the outstanding FIRST TR LARGE CAP(FEX) stock.

The initial trade took place in 2023Q2. And since then Triumph Capital Management has made 9 purchases of FEX, at an average price of $82.86, for a total of 82,967.00 shares. Based on historical transaction data and FEX's current price of $110.32, Triumph Capital Management's estimated gain on his FEX holdings is $2.28 Mil, reflecting a 33.15% gain to date.

Triumph Capital Management FEX ($110.32) Holding Chart

Triumph Capital Management FEX ($110.32) 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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