HFG Advisors’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

HFG Advisors’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 Q4	–	Sell	-20,499	Closed	-$893K	–	95
2022 Q3	$893K	Sell	20,499 -41	-0.2%	-$1.89K	1.24%	24
2022 Q2	$952K	Buy	20,540 +275	+1%	+$13K	1.28%	21
2022 Q1	$1M	Sell	20,265 -863	-4%	-$44.2K	1.15%	25
2021 Q4	$1.12M	Buy	+21,128	New	+$1.13M	1.27%	26

Other funds holding FIXD

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

RJFSA

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

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

ACM

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

HFG Advisors's FIXD Position: Q4 2022 in Review

HFG Advisors sold out of First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q4 2022, closing a stake of 20,499 shares — an estimated $893K sold.

HFG Advisors first reported a position in FIXD in Q4 2021 and held it in 4 quarters. The position peaked at $1.12M in Q4 2021. 297 funds tracked by Wall St. Rank hold FIXD as of Q4 2022.

HFG Advisors reported no remaining First Trust Smith Opportunistic Fixed Income ETF position as of Q4 2022 after selling out during the quarter.
HFG Advisors sold 20,499 First Trust Smith Opportunistic Fixed Income ETF shares in Q4 2022, an estimated $893K.
HFG Advisors first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q4 2021 and held it in 4 quarters.
HFG Advisors's First Trust Smith Opportunistic Fixed Income ETF position peaked at $1.12M in Q4 2021.
297 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q4 2022.

Based on HFG Advisors's 13F filing for Q4 2022, filed 18 Jan 2023.