Clear Investment Research’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Clear Investment Research’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
2023 Q1	–	Sell	-1,371	Closed	-$60K	–	189
2022 Q4	$60K	Hold	1,371	–	–	0.12%	74
2022 Q3	$60K	Hold	1,371	–	–	0.13%	70
2022 Q2	$64K	Hold	1,371	–	–	0.14%	70
2022 Q1	$68K	Sell	1,371 -683	-33%	-$35K	0.13%	72
2021 Q4	$109K	Sell	2,054 -64	-3%	-$3.41K	0.17%	67
2021 Q3	$113K	Sell	2,118 -5	-0.2%	-$270	0.18%	65
2021 Q2	$114K	Sell	2,123 -811	-28%	-$43.2K	0.19%	62
2021 Q1	$155K	Buy	2,934 +77	+3%	+$4.14K	0.28%	49
2020 Q4	$156K	Buy	2,857 +285	+11%	+$15.7K	0.28%	47
2020 Q3	$142K	Buy	+2,572	New	+$142K	0.29%	43

Other funds holding FIXD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SEIA

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

M1FG

Mach-1 Financial Group Rogers, Arkansas $258M AUM 22.48% 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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Clear Investment Research's FIXD Position: Q1 2023 in Review

Clear Investment Research sold out of First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q1 2023, closing a stake of 1,371 shares — an estimated $60K sold.

Clear Investment Research first reported a position in FIXD in Q3 2020 and held it in 10 quarters. The position peaked at $156K in Q4 2020. 307 funds tracked by Wall St. Rank hold FIXD as of Q1 2023.

Clear Investment Research reported no remaining First Trust Smith Opportunistic Fixed Income ETF position as of Q1 2023 after selling out during the quarter.
Clear Investment Research sold 1,371 First Trust Smith Opportunistic Fixed Income ETF shares in Q1 2023, an estimated $60K.
Clear Investment Research first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q3 2020 and held it in 10 quarters.
Clear Investment Research's First Trust Smith Opportunistic Fixed Income ETF position peaked at $156K in Q4 2020.
307 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q1 2023.

Based on Clear Investment Research's 13F filing for Q1 2023, filed 9 May 2023.