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Crumly & Associates’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Crumly & Associates’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
-20,965
Closed -$1.11M – 100
2021
Q1 		$1.11M Sell
20,965
-943
-4% -$50.7K 0.65% 31
2020
Q4 		$1.19M Buy
+21,908
New +$1.21M 0.84% 24

Other funds holding FIXD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
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

Crumly & Associates's FIXD Position: Q2 2021 in Review

Crumly & Associates sold out of First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q2 2021, closing a stake of 20,965 shares — an estimated $1.11M sold.

Crumly & Associates first reported a position in FIXD in Q4 2020 and held it in 2 quarters. The position peaked at $1.19M in Q4 2020. 281 funds tracked by Wall St. Rank hold FIXD as of Q2 2021.

  • Crumly & Associates reported no remaining First Trust Smith Opportunistic Fixed Income ETF position as of Q2 2021 after selling out during the quarter.
  • Crumly & Associates sold 20,965 First Trust Smith Opportunistic Fixed Income ETF shares in Q2 2021, an estimated $1.11M.
  • Crumly & Associates first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q4 2020 and held it in 2 quarters.
  • Crumly & Associates's First Trust Smith Opportunistic Fixed Income ETF position peaked at $1.19M in Q4 2020.
  • 281 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q2 2021.

Based on Crumly & Associates's 13F filing for Q2 2021, filed 9 Aug 2021.