| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ameen Spire Wealth Management | 80 | $2,021.6 | $2,057.6 | $36 | 1.78% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 90 | $2,274.3 | $2,312.1 | $37.8 | 1.66% |
| BPF Barnes Pettey Financial Advisors LLC Barnes Pettey Financial Advisors LLC | 16,424 | $276,842.59 | $424,888.88 | $148,046.29 | 53.48% |
| PIL PFG Investments LLC PFG Investments LLC | 79,971 | $1.88M | $2.04M | $162,987.72 | 8.67% |
| PVI Pine Valley Investments Ltd. Liability Co. Pine Valley Investments Ltd. Liability Co. | 33,843 | $611,289.01 | $864,350.22 | $253,061.21 | 41.4% |
| NASDAQ (NMS) Exchange | US Country |
The company outlined represents an investment fund that primarily focuses on investing in Exchange-Traded Funds (ETFs) that are part of a distinct index. This index comprises five First Trust country/region-based ETFs, selected based on their potential to outperform within a broader selection universe. The fund commits at least 90% of its net assets, which includes any investment borrowings, to the ETFs making up this selective index. The investment strategy is built on the premise of targeted exposure, aiming to leverage the growth and performance potential of specific geographical regions through carefully chosen ETFs.
This service involves the fund investing primarily in a group of ETFs that focus on specific countries or regions. These ETFs are part of the index which the fund targets for investment, chosen for their potential to offer significant returns. The selection is based on rigorous analysis performed by the index provider, with the aim of identifying the ETFs most likely to outperform others in the selection universe.
The fund operates on the principle of targeted exposure, investing in an index composed exclusively of First Trust country/region-based ETFs believed to have high outperformance potential. This strategic approach allows investors to gain focused market exposure and potentially benefit from the growth and performance of selected geographical markets. The index's selection criteria ensure that only ETFs with the greatest potential are included, offering a curated investment avenue designed to optimize returns.