CWA
FIXD icon

Clearview Wealth Advisors’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Clearview Wealth Advisors’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
Q3 		– Sell
-396
Closed -$17.5K – 294
2023
Q2 		$17.5K Buy
396
+4
+1% +$179 0.02% 292
2023
Q1 		$17.7K Buy
392
+3
+0.8% +$134 0.02% 292
2022
Q4 		$17.1K Buy
389
+5
+1% +$218 0.01% 271
2022
Q3 		$17K Sell
384
-5
-1% -$231 0.01% 273
2022
Q2 		$18K Buy
389
+2
+0.5% +$95 0.01% 290
2022
Q1 		$19K Sell
387
-2,689
-87% -$138K 0.01% 306
2021
Q4 		$164K Sell
3,076
-7
-0.2% -$373 0.1% 117
2021
Q3 		$165K Sell
3,083
-2
-0.1% -$108 0.1% 125
2021
Q2 		$165K Buy
3,085
+322
+12% +$17.2K 0.1% 125
2021
Q1 		$146K Buy
2,763
+14
+0.5% +$753 0.09% 132
2020
Q4 		$150K Buy
+2,749
New +$151K 0.1% 117

Other funds holding FIXD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return