Long Run Wealth Advisors, LLC FIXD Holdings History
Long Run Wealth Advisors, LLC's First Trust Smith Opportunistic Fixed Income ETF Holding Summary
As of 2025-03-31, Long Run Wealth Advisors, LLC held 934,083.00 shares of First Trust Smith Opportunistic Fixed Income ETF(FIXD), totaling $40.95 Mil. This investment constitutes 9.29% of their stock portfolio, and Long Run Wealth Advisors, LLC now holds 1.04% of the outstanding First Trust Smith Opportunistic Fixed Income ETF(FIXD) stock.
The initial trade took place in 2023Q2. And since then Long Run Wealth Advisors, LLC has made 8 purchases of FIXD, at an average price of $44.01, for a total of 934,083.00 shares. Based on historical transaction data and FIXD's current price of $43.53, Long Run Wealth Advisors, LLC's estimated gain on his FIXD holdings is $-446,945.91, reflecting a -1.09% gain to date.
Long Run Wealth Advisors, LLC FIXD ($43.53) Holding Chart
Long Run Wealth Advisors, LLC 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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