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Buck Wealth Strategies’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Buck Wealth Strategies’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
2024
Q2 		– Sell
-5,413
Closed -$236K – 87
2024
Q1 		$236K Buy
+5,413
New +$237K 0.08% 75

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SEIA
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Wells Fargo
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PVI
Pine Valley Investments Marlton, New Jersey $2.18B AUM 26.57% 1-Year Est. Return

Buck Wealth Strategies's FIXD Position: Q2 2024 in Review

Buck Wealth Strategies sold out of First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q2 2024, closing a stake of 5,413 shares — an estimated $236K sold.

Buck Wealth Strategies first reported a position in FIXD in Q1 2024 and held it in 1 quarter. The position peaked at $236K in Q1 2024. 340 funds tracked by Wall St. Rank hold FIXD as of Q2 2024.

  • Buck Wealth Strategies reported no remaining First Trust Smith Opportunistic Fixed Income ETF position as of Q2 2024 after selling out during the quarter.
  • Buck Wealth Strategies sold 5,413 First Trust Smith Opportunistic Fixed Income ETF shares in Q2 2024, an estimated $236K.
  • Buck Wealth Strategies first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q1 2024 and held it in 1 quarter.
  • Buck Wealth Strategies's First Trust Smith Opportunistic Fixed Income ETF position peaked at $236K in Q1 2024.
  • 340 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q2 2024.

Based on Buck Wealth Strategies's 13F filing for Q2 2024, filed 15 Aug 2024.