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

Other funds holding FIXD

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

SEIA

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

M1FG

Mach-1 Financial Group Rogers, Arkansas $284M AUM 20.71% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Destiny Wealth Partners's FIXD Position: Q1 2023 in Review

Destiny Wealth Partners sold out of First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q1 2023, closing a stake of 1,856 shares — an estimated $81.5K sold.

Destiny Wealth Partners first reported a position in FIXD in Q4 2020 and held it in 9 quarters. The position peaked at $5.45M in Q4 2020. 306 funds tracked by Wall St. Rank hold FIXD as of Q1 2023.

Destiny Wealth Partners reported no remaining First Trust Smith Opportunistic Fixed Income ETF position as of Q1 2023 after selling out during the quarter.
Destiny Wealth Partners sold 1,856 First Trust Smith Opportunistic Fixed Income ETF shares in Q1 2023, an estimated $81.5K.
Destiny Wealth Partners first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q4 2020 and held it in 9 quarters.
Destiny Wealth Partners's First Trust Smith Opportunistic Fixed Income ETF position peaked at $5.45M in Q4 2020.
306 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q1 2023.

Based on Destiny Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.