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Hobart Private Capital’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Hobart Private Capital’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
2018
Q1 		– Sell
-6,673
Closed -$339K – 119
2017
Q4 		$339K Buy
+6,673
New +$339K 0.3% 88

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LI
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AW
ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return

Hobart Private Capital's FIXD Position: Q1 2018 in Review

Hobart Private Capital sold out of First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q1 2018, closing a stake of 6,673 shares — an estimated $339K sold.

Hobart Private Capital first reported a position in FIXD in Q4 2017 and held it in 1 quarter. The position peaked at $339K in Q4 2017. 47 funds tracked by Wall St. Rank hold FIXD as of Q1 2018.

  • Hobart Private Capital reported no remaining First Trust Smith Opportunistic Fixed Income ETF position as of Q1 2018 after selling out during the quarter.
  • Hobart Private Capital sold 6,673 First Trust Smith Opportunistic Fixed Income ETF shares in Q1 2018, an estimated $339K.
  • Hobart Private Capital first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q4 2017 and held it in 1 quarter.
  • Hobart Private Capital's First Trust Smith Opportunistic Fixed Income ETF position peaked at $339K in Q4 2017.
  • 47 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q1 2018.

Based on Hobart Private Capital's 13F filing for Q1 2018, filed 11 Mar 2024.