HI
FIXD icon

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

Hudock Inc’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
Q2 		– Sell
-200
Closed -$9K – 757
2022
Q1 		$9K Hold
200
– – ﹤0.01% 549
2021
Q4 		$10K Sell
200
-28
-12% -$1.49K ﹤0.01% 534
2021
Q3 		$12K Hold
228
– – ﹤0.01% 533
2021
Q2 		$12K Hold
228
– – ﹤0.01% 512
2021
Q1 		$12K Buy
+228
New +$12.3K ﹤0.01% 508

Other funds holding FIXD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 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
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
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.6B AUM 18.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Hudock Inc's FIXD Position: Q2 2022 in Review

Hudock Inc sold out of First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q2 2022, closing a stake of 200 shares — an estimated $9K sold.

Hudock Inc first reported a position in FIXD in Q1 2021 and held it in 5 quarters. The position peaked at $12K in Q3 2021. 301 funds tracked by Wall St. Rank hold FIXD as of Q2 2022.

  • Hudock Inc reported no remaining First Trust Smith Opportunistic Fixed Income ETF position as of Q2 2022 after selling out during the quarter.
  • Hudock Inc sold 200 First Trust Smith Opportunistic Fixed Income ETF shares in Q2 2022, an estimated $9K.
  • Hudock Inc first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q1 2021 and held it in 5 quarters.
  • Hudock Inc's First Trust Smith Opportunistic Fixed Income ETF position peaked at $12K in Q3 2021.
  • 301 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q2 2022.

Based on Hudock Inc's 13F filing for Q2 2022, filed 2 Aug 2022.