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

HB 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
Q1 		– Sell
-12,409
Closed -$554K – 859
2023
Q4 		$554K Buy
+12,409
New +$528K 0.01% 428

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
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

HB Wealth Management's FIXD Position: Q1 2024 in Review

HB Wealth Management sold out of First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q1 2024, closing a stake of 12,409 shares — an estimated $554K sold.

HB Wealth Management first reported a position in FIXD in Q4 2023 and held it in 1 quarter. The position peaked at $554K in Q4 2023. 347 funds tracked by Wall St. Rank hold FIXD as of Q1 2024.

  • HB Wealth Management reported no remaining First Trust Smith Opportunistic Fixed Income ETF position as of Q1 2024 after selling out during the quarter.
  • HB Wealth Management sold 12,409 First Trust Smith Opportunistic Fixed Income ETF shares in Q1 2024, an estimated $554K.
  • HB Wealth Management first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q4 2023 and held it in 1 quarter.
  • HB Wealth Management's First Trust Smith Opportunistic Fixed Income ETF position peaked at $554K in Q4 2023.
  • 347 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q1 2024.

Based on HB Wealth Management's 13F filing for Q1 2024, filed 30 Apr 2024.