Independence Bank of Kentucky’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Independence Bank of Kentucky’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 Q1	–	Sell	-83	Closed	-$3.7K	–	527
2023 Q4	$3.7K	Buy	+83	New	+$3.54K	﹤0.01%	480

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

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

SEIA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

RJFSA

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

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 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

Independence Bank of Kentucky's FIXD Position: Q1 2024 in Review

Independence Bank of Kentucky sold out of First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q1 2024, closing a stake of 83 shares — an estimated $3.7K sold.

Independence Bank of Kentucky first reported a position in FIXD in Q4 2023 and held it in 1 quarter. The position peaked at $3.7K in Q4 2023. 347 funds tracked by Wall St. Rank hold FIXD as of Q1 2024.

Independence Bank of Kentucky reported no remaining First Trust Smith Opportunistic Fixed Income ETF position as of Q1 2024 after selling out during the quarter.
Independence Bank of Kentucky sold 83 First Trust Smith Opportunistic Fixed Income ETF shares in Q1 2024, an estimated $3.7K.
Independence Bank of Kentucky first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q4 2023 and held it in 1 quarter.
Independence Bank of Kentucky's First Trust Smith Opportunistic Fixed Income ETF position peaked at $3.7K in Q4 2023.
347 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q1 2024.

Based on Independence Bank of Kentucky's 13F filing for Q1 2024, filed 16 Apr 2024.