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

Beam Wealth 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
2022
Q4 		– Sell
-49,803
Closed -$2.17M – 105
2022
Q3 		$2.17M Buy
49,803
+15,846
+47% +$732K 2.41% 8
2022
Q2 		$1.57M Buy
+33,957
New +$1.61M 1.75% 19

Other funds holding FIXD

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Beam Wealth Advisors's FIXD Position: Q4 2022 in Review

Beam Wealth Advisors sold out of First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q4 2022, closing a stake of 49,803 shares — an estimated $2.17M sold.

Beam Wealth Advisors first reported a position in FIXD in Q2 2022 and held it in 2 quarters. The position peaked at $2.17M in Q3 2022. 296 funds tracked by Wall St. Rank hold FIXD as of Q4 2022.

  • Beam Wealth Advisors reported no remaining First Trust Smith Opportunistic Fixed Income ETF position as of Q4 2022 after selling out during the quarter.
  • Beam Wealth Advisors sold 49,803 First Trust Smith Opportunistic Fixed Income ETF shares in Q4 2022, an estimated $2.17M.
  • Beam Wealth Advisors first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q2 2022 and held it in 2 quarters.
  • Beam Wealth Advisors's First Trust Smith Opportunistic Fixed Income ETF position peaked at $2.17M in Q3 2022.
  • 296 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q4 2022.

Based on Beam Wealth Advisors's 13F filing for Q4 2022, filed 23 Jan 2023.