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FIXD icon

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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
M1FG
Mach-1 Financial Group Rogers, Arkansas $284M AUM 20.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return