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Gilliland Jeter Wealth Management’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Gilliland Jeter Wealth Management’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
2024
Q4 		– Sell
-1,415
Closed -$64K – 335
2024
Q3 		$64K Hold
1,415
– – 0.02% 277
2024
Q2 		$60.9K Hold
1,415
– – 0.02% 270
2024
Q1 		$61.7K Buy
+1,415
New +$62K 0.02% 267

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.12B AUM 13.85% 1-Year Est. Return

Gilliland Jeter Wealth Management's FIXD Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q4 2024, closing a stake of 1,415 shares — an estimated $64K sold.

Gilliland Jeter Wealth Management first reported a position in FIXD in Q1 2024 and held it in 3 quarters. The position peaked at $64K in Q3 2024. 360 funds tracked by Wall St. Rank hold FIXD as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining First Trust Smith Opportunistic Fixed Income ETF position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 1,415 First Trust Smith Opportunistic Fixed Income ETF shares in Q4 2024, an estimated $64K.
  • Gilliland Jeter Wealth Management first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q1 2024 and held it in 3 quarters.
  • Gilliland Jeter Wealth Management's First Trust Smith Opportunistic Fixed Income ETF position peaked at $64K in Q3 2024.
  • 360 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.