Drake & Associates, LLC FIXD Holdings History
Drake & Associates, LLC's First Trust Smith Opportunistic Fixed Income ETF Holding Summary
As of 2025-03-31, Drake & Associates, LLC held 564,371.00 shares of First Trust Smith Opportunistic Fixed Income ETF(FIXD), totaling $24.74 Mil. This investment constitutes 6.95% of their stock portfolio, and Drake & Associates, LLC now holds 0.69% of the outstanding First Trust Smith Opportunistic Fixed Income ETF(FIXD) stock.
The initial trade took place in 2022Q2. And since then Drake & Associates, LLC has made 10 purchases of FIXD, at an average price of $45.88, for a total of 622,899.00 shares. In addition, there have been 1 sales at an average price of $43.34 for 58,528.00 shares. Based on historical transaction data and FIXD's current price of $43.58, Drake & Associates, LLC's estimated gain on his FIXD holdings is $-1.45 Mil, reflecting a -5.08% gain to date.
Drake & Associates, LLC FIXD ($43.58) Holding Chart
Drake & Associates, LLC FIXD ($43.58) 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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