Sigma Planning Corp FIXD Holdings History
Sigma Planning Corp's First Trust Smith Opportunistic Fixed Income ETF Holding Summary
As of 2025-03-31, Sigma Planning Corp held 75,258.00 shares of First Trust Smith Opportunistic Fixed Income ETF(FIXD), totaling $3.30 Mil. This investment constitutes 0.11% of their stock portfolio, and Sigma Planning Corp now holds 0.09% of the outstanding First Trust Smith Opportunistic Fixed Income ETF(FIXD) stock.
The initial trade took place in 2020Q2. And since then Sigma Planning Corp has made 9 purchases of FIXD, at an average price of $48.63, for a total of 705,858.00 shares. In addition, there have been 11 sales at an average price of $45.00 for 630,600.00 shares. Based on historical transaction data and FIXD's current price of $43.70, Sigma Planning Corp's estimated gain on his FIXD holdings is $-2.66 Mil, reflecting a -7.76% gain to date.
Sigma Planning Corp FIXD ($43.70) Holding Chart
Sigma Planning Corp FIXD ($43.70) 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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