GoalVest Advisory’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

GoalVest 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
2021 Q2	$88K	Buy	+1,649	New	+$87.9K	0.05%	133

Other funds holding FIXD

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

GoalVest Advisory's FIXD Position: Q2 2021 in Review

GoalVest Advisory opened a new position in First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q2 2021: 1,649 shares worth $88K. The stake represents 0.05% of the portfolio and ranks #133 among its holdings.

281 funds tracked by Wall St. Rank hold FIXD as of Q2 2021.

GoalVest Advisory held 1,649 shares of First Trust Smith Opportunistic Fixed Income ETF worth $88K as of Q2 2021.
First Trust Smith Opportunistic Fixed Income ETF was a new GoalVest Advisory position in Q2 2021.
First Trust Smith Opportunistic Fixed Income ETF made up 0.05% of GoalVest Advisory's portfolio in Q2 2021, its #133 holding.
281 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q2 2021.

Based on GoalVest Advisory's 13F filing for Q2 2021, filed 1 Sep 2021.