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

Hilltop Partners’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 Q2	–	Sell	-41,123	Closed	-$1.79M	–	101
2024 Q1	$1.79M	Buy	41,123 +4,674	+13%	+$205K	0.64%	20
2023 Q4	$1.63M	Buy	36,449 +1,595	+5%	+$67.9K	0.64%	22
2023 Q3	$1.47M	Sell	34,854 -8,604	-20%	-$373K	0.62%	25
2023 Q2	$1.92M	Buy	43,458 +3,128	+8%	+$140K	0.8%	22
2023 Q1	$1.82M	Buy	40,330 +4,487	+13%	+$201K	0.82%	26
2022 Q4	$1.57M	Buy	+35,843	New	+$1.56M	0.84%	19

Other funds holding FIXD

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

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

SEIA

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

PVI

Pine Valley Investments Marlton, New Jersey $2.18B AUM 26.57% 1-Year Est. Return

Hilltop Partners's FIXD Position: Q2 2024 in Review

Hilltop Partners sold out of First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q2 2024, closing a stake of 41,123 shares — an estimated $1.79M sold.

Hilltop Partners first reported a position in FIXD in Q4 2022 and held it in 6 quarters. The position peaked at $1.92M in Q2 2023. 340 funds tracked by Wall St. Rank hold FIXD as of Q2 2024.

Hilltop Partners reported no remaining First Trust Smith Opportunistic Fixed Income ETF position as of Q2 2024 after selling out during the quarter.
Hilltop Partners sold 41,123 First Trust Smith Opportunistic Fixed Income ETF shares in Q2 2024, an estimated $1.79M.
Hilltop Partners first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q4 2022 and held it in 6 quarters.
Hilltop Partners's First Trust Smith Opportunistic Fixed Income ETF position peaked at $1.92M in Q2 2023.
340 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q2 2024.

Based on Hilltop Partners's 13F filing for Q2 2024, filed 1 Aug 2024.