AWAG
FIXD icon

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

ARS Wealth Advisors Group’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
2022
Q3 		– Sell
-11,870
Closed -$550K – 153
2022
Q2 		$550K Buy
+11,870
New +$562K 0.08% 101

Other funds holding FIXD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 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
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.6B AUM 18.62% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

ARS Wealth Advisors Group's FIXD Position: Q3 2022 in Review

ARS Wealth Advisors Group sold out of First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q3 2022, closing a stake of 11,870 shares — an estimated $550K sold.

ARS Wealth Advisors Group first reported a position in FIXD in Q2 2022 and held it in 1 quarter. The position peaked at $550K in Q2 2022. 284 funds tracked by Wall St. Rank hold FIXD as of Q3 2022.

  • ARS Wealth Advisors Group reported no remaining First Trust Smith Opportunistic Fixed Income ETF position as of Q3 2022 after selling out during the quarter.
  • ARS Wealth Advisors Group sold 11,870 First Trust Smith Opportunistic Fixed Income ETF shares in Q3 2022, an estimated $550K.
  • ARS Wealth Advisors Group first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q2 2022 and held it in 1 quarter.
  • ARS Wealth Advisors Group's First Trust Smith Opportunistic Fixed Income ETF position peaked at $550K in Q2 2022.
  • 284 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q3 2022.

Based on ARS Wealth Advisors Group's 13F filing for Q3 2022, filed 8 Nov 2022.