Number of Shares
5,099.00
Current Holdings Value*
$208,190.00
% of Portfolio
0.13%
Total Estimate Gain
$63,145.15
% of Total Estimate Gain
7.94%

Walker Asset Management, LLC's FIRST TR EXCH ALPH Holding Summary

As of 2025-03-31, Walker Asset Management, LLC held 5,099.00 shares of FIRST TR EXCH ALPH(FEP), totaling $208,190.00. This investment constitutes 0.13% of their stock portfolio, and Walker Asset Management, LLC now holds 0.09% of the outstanding FIRST TR EXCH ALPH(FEP) stock.

The initial trade took place in 2023Q1. And since then Walker Asset Management, LLC has made 4 purchases of FEP, at an average price of $36.28, for a total of 21,926.00 shares. In addition, there have been 5 sales at an average price of $36.52 for 16,827.00 shares. Based on historical transaction data and FEP's current price of $47.85, Walker Asset Management, LLC's estimated gain on his FEP holdings is $63,145.15, reflecting a 7.94% gain to date.

Walker Asset Management, LLC FEP ($47.85) Holding Chart

Walker Asset Management, LLC FEP ($47.85) 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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