FMII
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Farmers & Merchants Investments Inc’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Farmers & Merchants Investments Inc’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
Q3 		– Sell
-51
Closed -$2.25K – 1778
2023
Q2 		$2.25K Buy
+51
New +$2.28K ﹤0.01% 1022

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LPL Financial
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SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Farmers & Merchants Investments Inc's FIXD Position: Q3 2023 in Review

Farmers & Merchants Investments Inc sold out of First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q3 2023, closing a stake of 51 shares — an estimated $2.25K sold.

Farmers & Merchants Investments Inc first reported a position in FIXD in Q2 2023 and held it in 1 quarter. The position peaked at $2.25K in Q2 2023. 320 funds tracked by Wall St. Rank hold FIXD as of Q3 2023.

  • Farmers & Merchants Investments Inc reported no remaining First Trust Smith Opportunistic Fixed Income ETF position as of Q3 2023 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 51 First Trust Smith Opportunistic Fixed Income ETF shares in Q3 2023, an estimated $2.25K.
  • Farmers & Merchants Investments Inc first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q2 2023 and held it in 1 quarter.
  • Farmers & Merchants Investments Inc's First Trust Smith Opportunistic Fixed Income ETF position peaked at $2.25K in Q2 2023.
  • 320 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q3 2023.

Based on Farmers & Merchants Investments Inc's 13F filing for Q3 2023, filed 25 Oct 2023.