IWN
FIXD icon

Independent Wealth Network’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Independent Wealth Network’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
2023
Q1 		– Sell
-27,225
Closed -$1.2M – 203
2022
Q4 		$1.2M Buy
27,225
+424
+2% +$18.5K 0.82% 27
2022
Q3 		$1.17M Buy
26,801
+523
+2% +$24.2K 0.91% 24
2022
Q2 		$1.22M Buy
26,278
+435
+2% +$20.6K 0.88% 26
2022
Q1 		$1.28M Buy
25,843
+1,533
+6% +$78.6K 0.81% 30
2021
Q4 		$1.29M Buy
24,310
+170
+0.7% +$9.07K 0.8% 27
2021
Q3 		$1.29M Buy
+24,140
New +$1.3M 0.84% 28

Other funds holding FIXD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
M1FG
Mach-1 Financial Group Rogers, Arkansas $284M AUM 20.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return