DWP
FIXD icon

Destiny Wealth Partners’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Destiny Wealth 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
2023
Q1 		– Sell
-1,856
Closed -$81.5K – 337
2022
Q4 		$81.5K Hold
1,856
– – 0.02% 244
2022
Q3 		$81K Hold
1,856
– – 0.02% 243
2022
Q2 		$86K Sell
1,856
-647
-26% -$30.6K 0.02% 244
2022
Q1 		$124K Sell
2,503
-2,202
-47% -$113K 0.02% 203
2021
Q4 		$250K Hold
4,705
– – 0.05% 155
2021
Q3 		$252K Sell
4,705
-1,728
-27% -$93.3K 0.05% 149
2021
Q2 		$345K Sell
6,433
-19
-0.3% -$1.01K 0.07% 151
2021
Q1 		$341K Sell
6,452
-93,180
-94% -$5.01M 0.07% 126
2020
Q4 		$5.45M Buy
+99,632
New +$5.49M 1.14% 29

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SEIA
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M1FG
Mach-1 Financial Group Rogers, Arkansas $284M AUM 20.71% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return