Number of Shares
37,104.00
Current Holdings Value*
$1.63 Mil
% of Portfolio
2.55%
Total Estimate Gain
$-318,171.57
% of Total Estimate Gain
-13.93%

S.C. Financial Services, Inc.'s First Trust Smith Opportunistic Fixed Income ETF Holding Summary

As of 2022-12-31, S.C. Financial Services, Inc. held 37,104.00 shares of First Trust Smith Opportunistic Fixed Income ETF(FIXD), totaling $1.63 Mil. This investment constitutes 2.55% of their stock portfolio, and S.C. Financial Services, Inc. now holds 0.05% of the outstanding First Trust Smith Opportunistic Fixed Income ETF(FIXD) stock.

The initial trade took place in 2021Q4. And since then S.C. Financial Services, Inc. has made 2 purchases of FIXD, at an average price of $51.40, for a total of 44,427.00 shares. In addition, there have been 2 sales at an average price of $47.14 for 7,323.00 shares. Based on historical transaction data and FIXD's current price of $43.67, S.C. Financial Services, Inc.'s estimated gain on his FIXD holdings is $-318,171.57, reflecting a -13.93% gain to date.

S.C. Financial Services, Inc. FIXD ($43.67) Holding Chart

S.C. Financial Services, 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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