Lunt Capital Management, Inc. FIXD Holdings History
Number of Shares
14,711.00
Current Holdings Value*
$644,930.00
% of Portfolio
0.23%
Total Estimate Gain
$-64,233.61
% of Total Estimate Gain
-2.00%
Lunt Capital Management, Inc.'s First Trust Smith Opportunistic Fixed Income ETF Holding Summary
As of 2025-03-31, Lunt Capital Management, Inc. held 14,711.00 shares of First Trust Smith Opportunistic Fixed Income ETF(FIXD), totaling $644,930.00. This investment constitutes 0.23% of their stock portfolio, and Lunt Capital Management, Inc. now holds 0.02% of the outstanding First Trust Smith Opportunistic Fixed Income ETF(FIXD) stock.
The initial trade took place in 2023Q2. In addition, there have been 7 sales at an average price of $43.53 for 57,686.00 shares. Based on historical transaction data and FIXD's current price of $43.53, Lunt Capital Management, Inc.'s estimated gain on his FIXD holdings is $-64,233.61, reflecting a -2.00% gain to date.
Lunt Capital Management, Inc. FIXD ($43.53) Holding Chart
Lunt Capital Management, Inc. 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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