Coppell Advisory Solutions Corp’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Coppell Advisory Solutions Corp’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 Q1	$62.3M	Buy	+1,428,264	New	+$62.6M	11.74%	1
2023 Q1	$13.5M	Sell	300,009 -417,255	-58%	-$18.7M	4.41%	2
2022 Q4	$31.5M	Buy	+717,264	New	+$31.3M	10.67%	1

Other funds holding FIXD

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SEIA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

RJA

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Coppell Advisory Solutions Corp's FIXD Position: Q1 2024 in Review

Coppell Advisory Solutions Corp opened a new position in First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q1 2024: 1,428,264 shares worth $62.3M. The stake represents 11.74% of the portfolio and ranks #1 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in FIXD as recently as Q1 2023.

Coppell Advisory Solutions Corp first reported a position in FIXD in Q4 2022 and has held it in 3 quarters since. 347 funds tracked by Wall St. Rank hold FIXD as of Q1 2024.

Coppell Advisory Solutions Corp held 1,428,264 shares of First Trust Smith Opportunistic Fixed Income ETF worth $62.3M as of Q1 2024.
First Trust Smith Opportunistic Fixed Income ETF was a new Coppell Advisory Solutions Corp position in Q1 2024.
First Trust Smith Opportunistic Fixed Income ETF made up 11.74% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #1 holding.
Coppell Advisory Solutions Corp first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q4 2022 and has held it in 3 quarters since.
347 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q1 2024.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2024, filed 16 May 2024.