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Continuum Advisory’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Continuum Advisory’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
2024
Q4 		– Sell
-36
Closed -$1.56K – 1896
2024
Q3 		$1.56K Buy
+36
New +$1.6K ﹤0.01% 1516

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.12B AUM 13.85% 1-Year Est. Return

Continuum Advisory's FIXD Position: Q4 2024 in Review

Continuum Advisory sold out of First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q4 2024, closing a stake of 36 shares — an estimated $1.56K sold.

Continuum Advisory first reported a position in FIXD in Q3 2024 and held it in 1 quarter. The position peaked at $1.56K in Q3 2024. 360 funds tracked by Wall St. Rank hold FIXD as of Q4 2024.

  • Continuum Advisory reported no remaining First Trust Smith Opportunistic Fixed Income ETF position as of Q4 2024 after selling out during the quarter.
  • Continuum Advisory sold 36 First Trust Smith Opportunistic Fixed Income ETF shares in Q4 2024, an estimated $1.56K.
  • Continuum Advisory first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q3 2024 and held it in 1 quarter.
  • Continuum Advisory's First Trust Smith Opportunistic Fixed Income ETF position peaked at $1.56K in Q3 2024.
  • 360 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q4 2024.

Based on Continuum Advisory's 13F filing for Q4 2024, filed 18 Feb 2025.