Allen Capital Group, LLC FIXD Holdings History
Allen Capital Group, LLC's First Trust Smith Opportunistic Fixed Income ETF Holding Summary
As of 2025-03-31, Allen Capital Group, LLC held 31,348.00 shares of First Trust Smith Opportunistic Fixed Income ETF(FIXD), totaling $1.37 Mil. This investment constitutes 0.16% of their stock portfolio, and Allen Capital Group, LLC now holds 0.04% of the outstanding First Trust Smith Opportunistic Fixed Income ETF(FIXD) stock.
The initial trade took place in 2020Q3. And since then Allen Capital Group, LLC has made 15 purchases of FIXD, at an average price of $47.30, for a total of 1.97 Mil shares. In addition, there have been 4 sales at an average price of $43.38 for 1.94 Mil shares. Based on historical transaction data and FIXD's current price of $43.87, Allen Capital Group, LLC's estimated gain on his FIXD holdings is $-7.70 Mil, reflecting a -8.27% gain to date.
Allen Capital Group, LLC FIXD ($43.87) Holding Chart
Allen Capital Group, LLC FIXD ($43.87) 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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