Global Wealth Management Investment Advisory’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Global Wealth Management Investment Advisory’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
2019 Q2	–	Sell	-39	Closed	-$2K	–	723
2019 Q1	$2K	Sell	39 -85	-69%	-$4.23K	﹤0.01%	546
2018 Q4	$6K	Buy	+124	New	+$6.05K	﹤0.01%	465

Other funds holding FIXD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PHH Investments Addison, Texas $378M AUM 19.74% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 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 $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Global Wealth Management Investment Advisory's FIXD Position: Q2 2019 in Review

Global Wealth Management Investment Advisory sold out of First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q2 2019, closing a stake of 39 shares — an estimated $2K sold.

Global Wealth Management Investment Advisory first reported a position in FIXD in Q4 2018 and held it in 2 quarters. The position peaked at $6K in Q4 2018. 81 funds tracked by Wall St. Rank hold FIXD as of Q2 2019.

Global Wealth Management Investment Advisory reported no remaining First Trust Smith Opportunistic Fixed Income ETF position as of Q2 2019 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 39 First Trust Smith Opportunistic Fixed Income ETF shares in Q2 2019, an estimated $2K.
Global Wealth Management Investment Advisory first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q4 2018 and held it in 2 quarters.
Global Wealth Management Investment Advisory's First Trust Smith Opportunistic Fixed Income ETF position peaked at $6K in Q4 2018.
81 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q2 2019.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2019, filed 20 Aug 2019.