Braun-Bostich & Associates’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Braun-Bostich & Associates’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	-20,719	Closed	-$902K	–	62
2022 Q3	$902K	Sell	20,719 -3,640	-15%	-$168K	2.76%	9
2022 Q2	$1.13M	Sell	24,359 -16,074	-40%	-$761K	2.94%	6
2022 Q1	$2M	Buy	+40,433	New	+$2.07M	4.31%	1
2021 Q4	–	Sell	-36,983	Closed	-$1.98M	–	114
2021 Q3	$1.98M	Sell	36,983 -915	-2%	-$49.4K	3.73%	9
2021 Q2	$2.03M	Sell	37,898 -13,966	-27%	-$745K	3.7%	7
2021 Q1	$2.74M	Buy	51,864 +3,465	+7%	+$186K	5.27%	3
2020 Q4	$2.65M	Buy	+48,399	New	+$2.67M	5.32%	3

Other funds holding FIXD

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Braun-Bostich & Associates's FIXD Position: Q4 2022 in Review

Braun-Bostich & Associates sold out of First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q4 2022, closing a stake of 20,719 shares — an estimated $902K sold.

Braun-Bostich & Associates first reported a position in FIXD in Q4 2020 and held it in 7 quarters. The position peaked at $2.74M in Q1 2021. 297 funds tracked by Wall St. Rank hold FIXD as of Q4 2022.

Braun-Bostich & Associates reported no remaining First Trust Smith Opportunistic Fixed Income ETF position as of Q4 2022 after selling out during the quarter.
Braun-Bostich & Associates sold 20,719 First Trust Smith Opportunistic Fixed Income ETF shares in Q4 2022, an estimated $902K.
Braun-Bostich & Associates first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q4 2020 and held it in 7 quarters.
Braun-Bostich & Associates's First Trust Smith Opportunistic Fixed Income ETF position peaked at $2.74M in Q1 2021.
297 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q4 2022.

Based on Braun-Bostich & Associates's 13F filing for Q4 2022, filed 9 Feb 2023.