O'Connor Financial Group LLC FIXD Holdings History
O'Connor Financial Group LLC's First Trust Smith Opportunistic Fixed Income ETF Holding Summary
As of 2025-06-30, O'Connor Financial Group LLC held - shares of First Trust Smith Opportunistic Fixed Income ETF(FIXD), totaling N/A. This investment constitutes 0% of their stock portfolio, and O'Connor Financial Group LLC now holds 0% of the outstanding First Trust Smith Opportunistic Fixed Income ETF(FIXD) stock.
The initial trade took place in 2023Q1. And since then O'Connor Financial Group LLC has made 7 purchases of FIXD, at an average price of $44.44, for a total of 429,719.00 shares. In addition, there have been 2 sales at an average price of $43.42 for 429,719.00 shares. Based on historical transaction data and FIXD's current price of $43.58, O'Connor Financial Group LLC's estimated gain on his FIXD holdings is $-436,821.14, reflecting a -2.29% gain to date.
O'Connor Financial Group LLC FIXD ($43.58) Holding Chart
O'Connor Financial Group LLC FIXD ($43.58) 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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