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Carroll Financial Associates’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Carroll Financial 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
2019
Q4 		– Sell
-210
Closed -$11K – 1579
2019
Q3 		$11K Buy
+210
New +$11K ﹤0.01% 964

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Carroll Financial Associates's FIXD Position: Q4 2019 in Review

Carroll Financial Associates sold out of First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q4 2019, closing a stake of 210 shares — an estimated $11K sold.

Carroll Financial Associates first reported a position in FIXD in Q3 2019 and held it in 1 quarter. The position peaked at $11K in Q3 2019. 132 funds tracked by Wall St. Rank hold FIXD as of Q4 2019.

  • Carroll Financial Associates reported no remaining First Trust Smith Opportunistic Fixed Income ETF position as of Q4 2019 after selling out during the quarter.
  • Carroll Financial Associates sold 210 First Trust Smith Opportunistic Fixed Income ETF shares in Q4 2019, an estimated $11K.
  • Carroll Financial Associates first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q3 2019 and held it in 1 quarter.
  • Carroll Financial Associates's First Trust Smith Opportunistic Fixed Income ETF position peaked at $11K in Q3 2019.
  • 132 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q4 2019.

Based on Carroll Financial Associates's 13F filing for Q4 2019, filed 8 Jan 2020.