BELLEVUE ASSET MANAGEMENT, LLC FIXD Holdings History
BELLEVUE ASSET MANAGEMENT, LLC's First Trust Smith Opportunistic Fixed Income ETF Holding Summary
As of 2025-03-31, BELLEVUE ASSET MANAGEMENT, LLC held 231,743.00 shares of First Trust Smith Opportunistic Fixed Income ETF(FIXD), totaling $10.16 Mil. This investment constitutes 5.54% of their stock portfolio, and BELLEVUE ASSET MANAGEMENT, LLC now holds 0.28% of the outstanding First Trust Smith Opportunistic Fixed Income ETF(FIXD) stock.
The initial trade took place in 2020Q4. And since then BELLEVUE ASSET MANAGEMENT, LLC has made 15 purchases of FIXD, at an average price of $43.56, for a total of 264,013.00 shares. In addition, there have been 2 sales at an average price of $44.24 for 32,270.00 shares. Based on historical transaction data and FIXD's current price of $43.53, BELLEVUE ASSET MANAGEMENT, LLC's estimated gain on his FIXD holdings is $15,736.21, reflecting a 0.14% gain to date.
BELLEVUE ASSET MANAGEMENT, LLC FIXD ($43.53) Holding Chart
BELLEVUE ASSET MANAGEMENT, LLC 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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