Commonwealth Financial Services, LLC FIXD Holdings History
Commonwealth Financial Services, LLC's First Trust Smith Opportunistic Fixed Income ETF Holding Summary
As of 2025-03-31, Commonwealth Financial Services, LLC held 727,360.00 shares of First Trust Smith Opportunistic Fixed Income ETF(FIXD), totaling $31.89 Mil. This investment constitutes 6.53% of their stock portfolio, and Commonwealth Financial Services, LLC now holds 0.88% of the outstanding First Trust Smith Opportunistic Fixed Income ETF(FIXD) stock.
The initial trade took place in 2023Q3. And since then Commonwealth Financial Services, LLC has made 4 purchases of FIXD, at an average price of $43.06, for a total of 735,218.00 shares. In addition, there have been 3 sales at an average price of $43.45 for 7,858.00 shares. Based on historical transaction data and FIXD's current price of $43.83, Commonwealth Financial Services, LLC's estimated gain on his FIXD holdings is $564,254.55, reflecting a 1.78% gain to date.
Commonwealth Financial Services, LLC FIXD ($43.83) Holding Chart
Commonwealth Financial Services, LLC FIXD ($43.83) 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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