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Flagstar Advisors’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Flagstar Advisors’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
2022
Q4 		– Sell
-418
Closed -$18.2K – 189
2022
Q3 		$18.2K Buy
+418
New +$19.3K 0.01% 237
2021
Q4 		– Sell
-413
Closed -$22K – 157
2021
Q3 		$22K Buy
+413
New +$22.3K 0.01% 196

Other funds holding FIXD

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Flagstar Advisors's FIXD Position: Q4 2022 in Review

Flagstar Advisors sold out of First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q4 2022, closing a stake of 418 shares — an estimated $18.2K sold.

Flagstar Advisors first reported a position in FIXD in Q3 2021 and held it in 2 quarters. The position peaked at $22K in Q3 2021. 297 funds tracked by Wall St. Rank hold FIXD as of Q4 2022.

  • Flagstar Advisors reported no remaining First Trust Smith Opportunistic Fixed Income ETF position as of Q4 2022 after selling out during the quarter.
  • Flagstar Advisors sold 418 First Trust Smith Opportunistic Fixed Income ETF shares in Q4 2022, an estimated $18.2K.
  • Flagstar Advisors first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q3 2021 and held it in 2 quarters.
  • Flagstar Advisors's First Trust Smith Opportunistic Fixed Income ETF position peaked at $22K in Q3 2021.
  • 297 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q4 2022.

Based on Flagstar Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.