AWA
FIXD icon

Aaron Wealth Advisors’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Aaron Wealth Advisors’s Portfolio FIXD Stock Details FIXD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-12,213
Closed -$514K – 267
2023
Q3 		$514K Buy
+12,213
New +$530K 0.07% 146

Other funds holding FIXD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Aaron Wealth Advisors's FIXD Position: Q4 2023 in Review

Aaron Wealth Advisors sold out of First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q4 2023, closing a stake of 12,213 shares — an estimated $514K sold.

Aaron Wealth Advisors first reported a position in FIXD in Q3 2023 and held it in 1 quarter. The position peaked at $514K in Q3 2023. 345 funds tracked by Wall St. Rank hold FIXD as of Q4 2023.

  • Aaron Wealth Advisors reported no remaining First Trust Smith Opportunistic Fixed Income ETF position as of Q4 2023 after selling out during the quarter.
  • Aaron Wealth Advisors sold 12,213 First Trust Smith Opportunistic Fixed Income ETF shares in Q4 2023, an estimated $514K.
  • Aaron Wealth Advisors first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q3 2023 and held it in 1 quarter.
  • Aaron Wealth Advisors's First Trust Smith Opportunistic Fixed Income ETF position peaked at $514K in Q3 2023.
  • 345 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q4 2023.

Based on Aaron Wealth Advisors's 13F filing for Q4 2023, filed 26 Jan 2024.