Triumph Capital Management FIXD Holdings History
Triumph Capital Management's First Trust Smith Opportunistic Fixed Income ETF Holding Summary
As of 2025-06-30, Triumph Capital Management held 241,523.00 shares of First Trust Smith Opportunistic Fixed Income ETF(FIXD), totaling $10.60 Mil. This investment constitutes 3.18% of their stock portfolio, and Triumph Capital Management now holds 0.31% of the outstanding First Trust Smith Opportunistic Fixed Income ETF(FIXD) stock.
The initial trade took place in 2021Q3. And since then Triumph Capital Management has made 12 purchases of FIXD, at an average price of $46.92, for a total of 421,736.00 shares. In addition, there have been 4 sales at an average price of $43.54 for 180,213.00 shares. Based on historical transaction data and FIXD's current price of $43.45, Triumph Capital Management's estimated gain on his FIXD holdings is $-1.45 Mil, reflecting a -7.31% gain to date.
Triumph Capital Management FIXD ($43.45) Holding Chart
Triumph Capital Management FIXD ($43.45) 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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