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

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

SEIA

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $85.1B AUM 27.35% 1-Year Est. Return

RJA

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Clearview Wealth Advisors's FIXD Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q3 2023, closing a stake of 396 shares — an estimated $17.5K sold.

Clearview Wealth Advisors first reported a position in FIXD in Q4 2020 and held it in 11 quarters. The position peaked at $165K in Q3 2021. 321 funds tracked by Wall St. Rank hold FIXD as of Q3 2023.

Clearview Wealth Advisors reported no remaining First Trust Smith Opportunistic Fixed Income ETF position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 396 First Trust Smith Opportunistic Fixed Income ETF shares in Q3 2023, an estimated $17.5K.
Clearview Wealth Advisors first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's First Trust Smith Opportunistic Fixed Income ETF position peaked at $165K in Q3 2021.
321 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.