Number of Shares
4,044.00
Current Holdings Value*
$177,500.00
% of Portfolio
0.03%
Total Estimate Gain
$180,576.49
% of Total Estimate Gain
1.64%

First Pacific Financial's First Trust Smith Opportunistic Fixed Income ETF Holding Summary

As of 2025-06-30, First Pacific Financial held 4,044.00 shares of First Trust Smith Opportunistic Fixed Income ETF(FIXD), totaling $177,500.00. This investment constitutes 0.03% of their stock portfolio, and First Pacific Financial now holds 0.01% of the outstanding First Trust Smith Opportunistic Fixed Income ETF(FIXD) stock.

The initial trade took place in 2023Q4. And since then First Pacific Financial has made 3 purchases of FIXD, at an average price of $42.60, for a total of 257,975.00 shares. In addition, there have been 4 sales at an average price of $43.29 for 253,931.00 shares. Based on historical transaction data and FIXD's current price of $43.53, First Pacific Financial's estimated gain on his FIXD holdings is $180,576.49, reflecting a 1.64% gain to date.

First Pacific Financial FIXD ($43.53) Holding Chart

First Pacific Financial FIXD ($43.53) 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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