Triumph Capital Management FEX Holdings History
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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