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BB&T Investment Services’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

BB&T Investment Services’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
2017
Q4 		$15K Buy
+298
New +$15.1K ﹤0.01% 877
2017
Q3 		– Sell
-298
Closed -$15K – 1275
2017
Q2 		$15K Buy
+298
New +$15.1K ﹤0.01% 712

Other funds holding FIXD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AW
ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SI
SII Investments Appleton, Wisconsin $965M AUM 15.44% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

BB&T Investment Services's FIXD Position: Q4 2017 in Review

BB&T Investment Services opened a new position in First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q4 2017: 298 shares worth $15K. The stake represents ﹤0.01% of the portfolio and ranks #877 among its holdings. This is a return to the name: BB&T Investment Services previously reported a position in FIXD as recently as Q2 2017.

BB&T Investment Services first reported a position in FIXD in Q2 2017 and has held it in 2 quarters since. 47 funds tracked by Wall St. Rank hold FIXD as of Q4 2017.

  • BB&T Investment Services held 298 shares of First Trust Smith Opportunistic Fixed Income ETF worth $15K as of Q4 2017.
  • First Trust Smith Opportunistic Fixed Income ETF was a new BB&T Investment Services position in Q4 2017.
  • First Trust Smith Opportunistic Fixed Income ETF made up ﹤0.01% of BB&T Investment Services's portfolio in Q4 2017, its #877 holding.
  • BB&T Investment Services first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q2 2017 and has held it in 2 quarters since.
  • 47 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q4 2017.

Based on BB&T Investment Services's 13F filing for Q4 2017, filed 15 Feb 2018.