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Curran Financial Partners’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Curran Financial 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
2021
Q1 		– Sell
-7,557
Closed -$414K – 61
2020
Q4 		$414K Buy
+7,557
New +$416K 0.35% 39

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RJA
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Curran Financial Partners's FIXD Position: Q1 2021 in Review

Curran Financial Partners sold out of First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q1 2021, closing a stake of 7,557 shares — an estimated $414K sold.

Curran Financial Partners first reported a position in FIXD in Q4 2020 and held it in 1 quarter. The position peaked at $414K in Q4 2020. 283 funds tracked by Wall St. Rank hold FIXD as of Q1 2021.

  • Curran Financial Partners reported no remaining First Trust Smith Opportunistic Fixed Income ETF position as of Q1 2021 after selling out during the quarter.
  • Curran Financial Partners sold 7,557 First Trust Smith Opportunistic Fixed Income ETF shares in Q1 2021, an estimated $414K.
  • Curran Financial Partners first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q4 2020 and held it in 1 quarter.
  • Curran Financial Partners's First Trust Smith Opportunistic Fixed Income ETF position peaked at $414K in Q4 2020.
  • 283 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q1 2021.

Based on Curran Financial Partners's 13F filing for Q1 2021, filed 19 May 2021.