Number of Shares
4,735.00
Current Holdings Value*
$207,580.00
% of Portfolio
0.16%
Total Estimate Gain
$5,771.10
% of Total Estimate Gain
0.36%

American Institute for Advanced Investment Management, LLP's First Trust Smith Opportunistic Fixed Income ETF Holding Summary

As of 2025-03-31, American Institute for Advanced Investment Managem held 4,735.00 shares of First Trust Smith Opportunistic Fixed Income ETF(FIXD), totaling $207,580.00. This investment constitutes 0.16% of their stock portfolio, and American Institute for Advanced Investment Managem now holds 0.01% of the outstanding First Trust Smith Opportunistic Fixed Income ETF(FIXD) stock.

The initial trade took place in 2023Q4. And since then American Institute for Advanced Investment Management, LLP has made 4 purchases of FIXD, at an average price of $43.38, for a total of 36,455.00 shares. In addition, there have been 2 sales at an average price of $43.54 for 31,720.00 shares. Based on historical transaction data and FIXD's current price of $43.53, American Institute for Advanced Investment Management, LLP's estimated gain on his FIXD holdings is $5,771.10, reflecting a 0.36% gain to date.

American Institute for Advanced Investment Management, LLP FIXD ($43.53) Holding Chart

American Institute for Advanced Investment Management, LLP FIXD ($43.53) 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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