Number of Shares
14,711.00
Current Holdings Value*
$644,930.00
% of Portfolio
0.23%
Total Estimate Gain
$-62,174.07
% of Total Estimate Gain
-1.93%

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 $43.67, Lunt Capital Management, Inc.'s estimated gain on his FIXD holdings is $-62,174.07, reflecting a -1.93% gain to date.

Lunt Capital Management, Inc. FIXD ($43.67) Holding Chart

Lunt Capital Management, Inc. FIXD ($43.67) 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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