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Campbell Wealth Management’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Campbell Wealth Management’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
2020
Q3 		– Sell
-209
Closed -$11K – 161
2020
Q2 		$11K Buy
+209
New +$11.3K ﹤0.01% 263

Other funds holding FIXD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Campbell Wealth Management's FIXD Position: Q3 2020 in Review

Campbell Wealth Management sold out of First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q3 2020, closing a stake of 209 shares — an estimated $11K sold.

Campbell Wealth Management first reported a position in FIXD in Q2 2020 and held it in 1 quarter. The position peaked at $11K in Q2 2020. 207 funds tracked by Wall St. Rank hold FIXD as of Q3 2020.

  • Campbell Wealth Management reported no remaining First Trust Smith Opportunistic Fixed Income ETF position as of Q3 2020 after selling out during the quarter.
  • Campbell Wealth Management sold 209 First Trust Smith Opportunistic Fixed Income ETF shares in Q3 2020, an estimated $11K.
  • Campbell Wealth Management first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q2 2020 and held it in 1 quarter.
  • Campbell Wealth Management's First Trust Smith Opportunistic Fixed Income ETF position peaked at $11K in Q2 2020.
  • 207 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q3 2020.

Based on Campbell Wealth Management's 13F filing for Q3 2020, filed 2 Nov 2020.