FSB PREMIER WEALTH MANAGEMENT, INC. FIXD Holdings History
FSB PREMIER WEALTH MANAGEMENT, INC.'s First Trust Smith Opportunistic Fixed Income ETF Holding Summary
As of 2025-03-31, FSB PREMIER WEALTH MANAGEMENT, INC. held 128,654.00 shares of First Trust Smith Opportunistic Fixed Income ETF(FIXD), totaling $5.64 Mil. This investment constitutes 2.2% of their stock portfolio, and FSB PREMIER WEALTH MANAGEMENT, INC. now holds 0.16% of the outstanding First Trust Smith Opportunistic Fixed Income ETF(FIXD) stock.
The initial trade took place in 2021Q4. And since then FSB PREMIER WEALTH MANAGEMENT, INC. has made 6 purchases of FIXD, at an average price of $50.31, for a total of 268,814.00 shares. In addition, there have been 7 sales at an average price of $44.15 for 140,160.00 shares. Based on historical transaction data and FIXD's current price of $43.45, FSB PREMIER WEALTH MANAGEMENT, INC.'s estimated gain on his FIXD holdings is $-1.75 Mil, reflecting a -12.91% gain to date.
FSB PREMIER WEALTH MANAGEMENT, INC. FIXD ($43.45) Holding Chart
FSB PREMIER WEALTH MANAGEMENT, INC. FIXD ($43.45) 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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