Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$-1.18 Mil
% of Total Estimate Gain
-10.65%

SignalPoint Asset Management, LLC's First Trust Smith Opportunistic Fixed Income ETF Holding Summary

As of 2024-12-31, SignalPoint Asset Management, LLC held - shares of First Trust Smith Opportunistic Fixed Income ETF(FIXD), totaling N/A. This investment constitutes 0% of their stock portfolio, and SignalPoint Asset Management, LLC now holds 0% of the outstanding First Trust Smith Opportunistic Fixed Income ETF(FIXD) stock.

The initial trade took place in 2020Q2. And since then SignalPoint Asset Management, LLC has made 12 purchases of FIXD, at an average price of $49.09, for a total of 225,485.00 shares. In addition, there have been 7 sales at an average price of $43.86 for 225,485.00 shares. Based on historical transaction data and FIXD's current price of $43.71, SignalPoint Asset Management, LLC's estimated gain on his FIXD holdings is $-1.18 Mil, reflecting a -10.65% gain to date.

SignalPoint Asset Management, LLC FIXD ($43.71) Holding Chart

SignalPoint Asset Management, LLC FIXD ($43.71) 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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