HT
FIXD icon

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

HighTower Trust’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
Q3 		– Sell
-34,512
Closed -$1.21M – 275
2022
Q2 		$1.21M Buy
+34,512
New +$1.63M 0.13% 87

Other funds holding FIXD

Morgan Stanley
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
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
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
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

HighTower Trust's FIXD Position: Q3 2022 in Review

HighTower Trust sold out of First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q3 2022, closing a stake of 34,512 shares — an estimated $1.21M sold.

HighTower Trust first reported a position in FIXD in Q2 2022 and held it in 1 quarter. The position peaked at $1.21M in Q2 2022. 285 funds tracked by Wall St. Rank hold FIXD as of Q3 2022.

  • HighTower Trust reported no remaining First Trust Smith Opportunistic Fixed Income ETF position as of Q3 2022 after selling out during the quarter.
  • HighTower Trust sold 34,512 First Trust Smith Opportunistic Fixed Income ETF shares in Q3 2022, an estimated $1.21M.
  • HighTower Trust first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q2 2022 and held it in 1 quarter.
  • HighTower Trust's First Trust Smith Opportunistic Fixed Income ETF position peaked at $1.21M in Q2 2022.
  • 285 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q3 2022.

Based on HighTower Trust's 13F filing for Q3 2022, filed 7 Oct 2022.