Bennett Associates Wealth Management FIXD Holdings History
Bennett Associates Wealth Management's First Trust Smith Opportunistic Fixed Income ETF Holding Summary
As of 2025-06-30, Bennett Associates Wealth Management held 119,006.00 shares of First Trust Smith Opportunistic Fixed Income ETF(FIXD), totaling $5.22 Mil. This investment constitutes 4.02% of their stock portfolio, and Bennett Associates Wealth Management now holds 0.16% of the outstanding First Trust Smith Opportunistic Fixed Income ETF(FIXD) stock.
The initial trade took place in 2023Q4. And since then Bennett Associates Wealth Management has made 4 purchases of FIXD, at an average price of $42.82, for a total of 172,601.00 shares. In addition, there have been 2 sales at an average price of $44.40 for 53,595.00 shares. Based on historical transaction data and FIXD's current price of $43.50, Bennett Associates Wealth Management's estimated gain on his FIXD holdings is $165,237.18, reflecting a 2.24% gain to date.
Bennett Associates Wealth Management FIXD ($43.50) Holding Chart
Bennett Associates Wealth Management FIXD ($43.50) 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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