Connecticut Wealth Management’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Connecticut Wealth Management’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
2021 Q2	–	Sell	-65,391	Closed	-$2.98M	–	202
2021 Q1	$2.98M	Buy	+65,391	New	+$3.52M	0.27%	37

Other funds holding FIXD

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Connecticut Wealth Management's FIXD Position: Q2 2021 in Review

Connecticut Wealth Management sold out of First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q2 2021, closing a stake of 65,391 shares — an estimated $2.98M sold.

Connecticut Wealth Management first reported a position in FIXD in Q1 2021 and held it in 1 quarter. The position peaked at $2.98M in Q1 2021. 281 funds tracked by Wall St. Rank hold FIXD as of Q2 2021.

Connecticut Wealth Management reported no remaining First Trust Smith Opportunistic Fixed Income ETF position as of Q2 2021 after selling out during the quarter.
Connecticut Wealth Management sold 65,391 First Trust Smith Opportunistic Fixed Income ETF shares in Q2 2021, an estimated $2.98M.
Connecticut Wealth Management first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q1 2021 and held it in 1 quarter.
Connecticut Wealth Management's First Trust Smith Opportunistic Fixed Income ETF position peaked at $2.98M in Q1 2021.
281 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q2 2021.

Based on Connecticut Wealth Management's 13F filing for Q2 2021, filed 29 Jul 2021.