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BFG
Barber Financial Group’s
First Trust Smith Opportunistic Fixed Income ETF
FIXD
Stock Holding History
Barber Financial Group’s Portfolio
FIXD Stock Details
FIXD Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q1
$628K
Buy
13,943
+67
+0.5%
+$3K
0.11%
67
2022
Q4
$609K
Sell
13,876
-335
-2%
-$14.6K
0.17%
62
2022
Q3
$619K
Buy
14,211
+23
+0.2%
+$1.06K
0.18%
59
2022
Q2
$658K
Sell
14,188
-18,198
-56%
-$861K
0.11%
58
2022
Q1
$1.61M
Sell
32,386
-18,629
-37%
-$955K
0.21%
37
2021
Q4
$2.71M
Sell
51,015
-6,175
-11%
-$329K
0.33%
38
2021
Q3
$3.06M
Buy
57,190
+8,844
+18%
+$477K
0.4%
38
2021
Q2
$2.59M
Sell
48,346
-8,346
-15%
-$445K
0.35%
39
2021
Q1
$3M
Sell
56,692
-4,574
-7%
-$246K
0.44%
35
2020
Q4
$3.35M
Sell
61,266
-36,725
-37%
-$2.02M
0.61%
34
2020
Q3
$5.39M
Sell
97,991
-18,748
-16%
-$1.04M
1.18%
22
2020
Q2
$6.4M
Buy
116,739
+45
+0%
+$2.43K
1.53%
16
2020
Q1
$6.15M
Buy
116,694
+31,822
+37%
+$1.67M
1.95%
13
2019
Q4
$4.4M
Sell
84,872
-3,229
-4%
-$169K
0.89%
29
2019
Q3
$4.64M
Buy
88,101
+195
+0.2%
+$10.2K
0.99%
25
2019
Q2
$4.55M
Buy
+87,906
New
+$4.47M
1.06%
27
Other funds holding FIXD
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
San Diego, California
$377B AUM
19.32%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
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
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
Zurich, Switzerland
$666B AUM
30.12%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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