FFP
FIXD icon

Forbes Financial Planning’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Forbes Financial Planning’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
-134,822
Closed -$5.96M – 29
2023
Q2 		$5.96M Sell
134,822
-354
-0.3% -$15.8K 5.75% 7
2023
Q1 		$6.09M Buy
135,176
+44,593
+49% +$2M 5.99% 7
2022
Q4 		$3.94M Hold
90,583
– – 5.74% 8
2022
Q3 		$3.94M Buy
90,583
+28
+0% +$1.29K 5.74% 8
2022
Q2 		$4.2M Sell
90,555
-1,330
-1% -$62.9K 6.02% 8
2022
Q1 		$4.55M Sell
91,885
-4,268
-4% -$219K 5.67% 9
2021
Q4 		$5.11M Buy
+96,153
New +$5.13M 5.04% 9

Other funds holding FIXD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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 $374B AUM 17.66% 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 $544B AUM 28.31% 1-Year Est. Return