CFO4Life’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

CFO4Life’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	$9.1M	Buy	+207,266	New	+$9.04M	1.93%	12

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 $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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 $9.13B AUM 34.49% 1-Year Est. Return

ACM

Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

CFO4Life's FIXD Position: Q4 2022 in Review

CFO4Life opened a new position in First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q4 2022: 207,266 shares worth $9.1M. The stake represents 1.93% of the portfolio and ranks #12 among its holdings.

297 funds tracked by Wall St. Rank hold FIXD as of Q4 2022.

CFO4Life held 207,266 shares of First Trust Smith Opportunistic Fixed Income ETF worth $9.1M as of Q4 2022.
First Trust Smith Opportunistic Fixed Income ETF was a new CFO4Life position in Q4 2022.
First Trust Smith Opportunistic Fixed Income ETF made up 1.93% of CFO4Life's portfolio in Q4 2022, its #12 holding.
297 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q4 2022.

Based on CFO4Life's 13F filing for Q4 2022, filed 11 Jan 2023.