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

Altman 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 Q1	$611	Buy	13,446 +1,677	+14%	+$75.2K	﹤0.01%	78
2022 Q4	$531K	Sell	11,769 -217	-2%	-$9.47K	0.33%	81
2022 Q3	$522K	Buy	11,986 +132	+1%	+$6.1K	0.33%	84
2022 Q2	$560K	Buy	11,854 +631	+6%	+$29.9K	0.32%	81
2022 Q1	$556K	Sell	11,223 -4,349	-28%	-$223K	0.29%	74
2021 Q4	$813K	Buy	15,572 +241	+2%	+$12.9K	0.5%	63
2021 Q3	$819K	Sell	15,331 -63,355	-81%	-$3.42M	0.45%	67
2021 Q2	$4.24M	Buy	78,686 +65,595	+501%	+$3.5M	2.4%	4
2021 Q1	$691K	Buy	13,091 +6,802	+108%	+$366K	0.45%	72
2020 Q4	$344K	Buy	+6,289	New	+$346K	0.22%	74

Other funds holding FIXD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Altman Advisors's FIXD Position: Q1 2023 in Review

Altman Advisors increased its First Trust Smith Opportunistic Fixed Income ETF (FIXD) stake by 14% in Q1 2023, buying an estimated $75.2K and bringing the position to 13,446 shares worth $611. The position accounts for ﹤0.01% of the portfolio, ranked #78.

Altman Advisors first reported a position in FIXD in Q4 2020 and has held it in 10 quarters since. The position peaked at $4.24M in Q2 2021. 308 funds tracked by Wall St. Rank hold FIXD as of Q1 2023.

Altman Advisors held 13,446 shares of First Trust Smith Opportunistic Fixed Income ETF worth $611 as of Q1 2023.
Altman Advisors bought 1,677 First Trust Smith Opportunistic Fixed Income ETF shares in Q1 2023, an estimated $75.2K.
First Trust Smith Opportunistic Fixed Income ETF made up ﹤0.01% of Altman Advisors's portfolio in Q1 2023, its #78 holding.
Altman Advisors first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q4 2020 and has held it in 10 quarters since.
Altman Advisors's First Trust Smith Opportunistic Fixed Income ETF position peaked at $4.24M in Q2 2021.
308 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q1 2023.

Based on Altman Advisors's 13F filing for Q1 2023, filed 9 May 2023.