Ten Capital Wealth Advisors, LLC FIXD Holdings History
Ten Capital Wealth Advisors, LLC's First Trust Smith Opportunistic Fixed Income ETF Holding Summary
As of 2023-06-30, Ten Capital Wealth Advisors, LLC held 750,109.00 shares of First Trust Smith Opportunistic Fixed Income ETF(FIXD), totaling $33.13 Mil. This investment constitutes 9.61% of their stock portfolio, and Ten Capital Wealth Advisors, LLC now holds 0.86% of the outstanding First Trust Smith Opportunistic Fixed Income ETF(FIXD) stock.
The initial trade took place in 2023Q1. And since then Ten Capital Wealth Advisors, LLC has made 2 purchases of FIXD, at an average price of $44.58, for a total of 750,109.00 shares. Based on historical transaction data and FIXD's current price of $43.59, Ten Capital Wealth Advisors, LLC's estimated gain on his FIXD holdings is $-743,338.92, reflecting a -2.22% gain to date.
Ten Capital Wealth Advisors, LLC FIXD ($43.59) Holding Chart
Ten Capital Wealth Advisors, LLC FIXD ($43.59) 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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