Glassman Wealth Services’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Glassman Wealth Services’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 Q1	–	Sell	-126	Closed	-$7K	–	1730
2021 Q4	$7K	Hold	126	–	–	﹤0.01%	893
2021 Q3	$7K	Hold	126	–	–	﹤0.01%	858
2021 Q2	$7K	Hold	126	–	–	﹤0.01%	832
2021 Q1	$7K	Buy	+126	New	+$6.78K	﹤0.01%	792

Other funds holding FIXD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ACM

Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TAM

Tucker Asset Management Littleton, Colorado $405M AUM 27.41% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Glassman Wealth Services's FIXD Position: Q1 2022 in Review

Glassman Wealth Services sold out of First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q1 2022, closing a stake of 126 shares — an estimated $7K sold.

Glassman Wealth Services first reported a position in FIXD in Q1 2021 and held it in 4 quarters. The position peaked at $7K in Q4 2021. 316 funds tracked by Wall St. Rank hold FIXD as of Q1 2022.

Glassman Wealth Services reported no remaining First Trust Smith Opportunistic Fixed Income ETF position as of Q1 2022 after selling out during the quarter.
Glassman Wealth Services sold 126 First Trust Smith Opportunistic Fixed Income ETF shares in Q1 2022, an estimated $7K.
Glassman Wealth Services first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q1 2021 and held it in 4 quarters.
Glassman Wealth Services's First Trust Smith Opportunistic Fixed Income ETF position peaked at $7K in Q4 2021.
316 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q1 2022.

Based on Glassman Wealth Services's 13F filing for Q1 2022, filed 14 Apr 2022.