Number of Shares
129,043.00
Current Holdings Value*
$5.66 Mil
% of Portfolio
0.74%
Total Estimate Gain
$-531,666.35
% of Total Estimate Gain
-2.81%

HOWARD FINANCIAL SERVICES, LTD.'s First Trust Smith Opportunistic Fixed Income ETF Holding Summary

As of 2025-06-30, HOWARD FINANCIAL SERVICES, LTD. held 129,043.00 shares of First Trust Smith Opportunistic Fixed Income ETF(FIXD), totaling $5.66 Mil. This investment constitutes 0.74% of their stock portfolio, and HOWARD FINANCIAL SERVICES, LTD. now holds 0.17% of the outstanding First Trust Smith Opportunistic Fixed Income ETF(FIXD) stock.

The initial trade took place in 2020Q2. And since then HOWARD FINANCIAL SERVICES, LTD. has made 15 purchases of FIXD, at an average price of $44.71, for a total of 423,484.00 shares. In addition, there have been 6 sales at an average price of $43.41 for 294,441.00 shares. Based on historical transaction data and FIXD's current price of $43.53, HOWARD FINANCIAL SERVICES, LTD.'s estimated gain on his FIXD holdings is $-531,666.35, reflecting a -2.81% gain to date.

HOWARD FINANCIAL SERVICES, LTD. FIXD ($43.53) Holding Chart

HOWARD FINANCIAL SERVICES, LTD. 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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