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Concord Wealth Partners’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Concord Wealth Partners’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
Q1 		– Sell
-115
Closed -$6K – 1314
2021
Q4 		$6K Buy
+115
New +$6.13K ﹤0.01% 904

Other funds holding FIXD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TAM
Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Concord Wealth Partners's FIXD Position: Q1 2022 in Review

Concord Wealth Partners sold out of First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q1 2022, closing a stake of 115 shares — an estimated $6K sold.

Concord Wealth Partners first reported a position in FIXD in Q4 2021 and held it in 1 quarter. The position peaked at $6K in Q4 2021. 316 funds tracked by Wall St. Rank hold FIXD as of Q1 2022.

  • Concord Wealth Partners reported no remaining First Trust Smith Opportunistic Fixed Income ETF position as of Q1 2022 after selling out during the quarter.
  • Concord Wealth Partners sold 115 First Trust Smith Opportunistic Fixed Income ETF shares in Q1 2022, an estimated $6K.
  • Concord Wealth Partners first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q4 2021 and held it in 1 quarter.
  • Concord Wealth Partners's First Trust Smith Opportunistic Fixed Income ETF position peaked at $6K in Q4 2021.
  • 316 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q1 2022.

Based on Concord Wealth Partners's 13F filing for Q1 2022, filed 20 Apr 2022.