Number of Shares
1.43 Mil
Current Holdings Value*
$62.27 Mil
% of Portfolio
11.76%
Total Estimate Gain
$533,245.20
% of Total Estimate Gain
0.66%

Coppell Advisory Solutions Corp.'s First Trust Smith Opportunistic Fixed Income ETF Holding Summary

As of 2024-03-31, Coppell Advisory Solutions Corp. held 1.43 Mil shares of First Trust Smith Opportunistic Fixed Income ETF(FIXD), totaling $62.27 Mil. This investment constitutes 11.76% of their stock portfolio, and Coppell Advisory Solutions Corp. now holds -% of the outstanding First Trust Smith Opportunistic Fixed Income ETF(FIXD) stock.

The initial trade took place in 2022Q4. And since then Coppell Advisory Solutions Corp. has made 1 purchases of FIXD, at an average price of $43.59, for a total of 1.85 Mil shares. In addition, there have been 1 sales at an average price of $44.47 for 417,255.00 shares. Based on historical transaction data and FIXD's current price of $43.70, Coppell Advisory Solutions Corp.'s estimated gain on his FIXD holdings is $533,245.20, reflecting a 0.66% gain to date.

Coppell Advisory Solutions Corp. FIXD ($43.70) Holding Chart

Coppell Advisory Solutions Corp. FIXD ($43.70) 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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