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 New York $1.89T AUM 35.08% 1-Year Est. Return

SEIA

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RJFSA

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RJA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Independent Wealth Network's FIXD Position: Q1 2023 in Review

Independent Wealth Network sold out of First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q1 2023, closing a stake of 27,225 shares — an estimated $1.2M sold.

Independent Wealth Network first reported a position in FIXD in Q3 2021 and held it in 6 quarters. The position peaked at $1.29M in Q4 2021. 308 funds tracked by Wall St. Rank hold FIXD as of Q1 2023.

Independent Wealth Network reported no remaining First Trust Smith Opportunistic Fixed Income ETF position as of Q1 2023 after selling out during the quarter.
Independent Wealth Network sold 27,225 First Trust Smith Opportunistic Fixed Income ETF shares in Q1 2023, an estimated $1.2M.
Independent Wealth Network first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q3 2021 and held it in 6 quarters.
Independent Wealth Network's First Trust Smith Opportunistic Fixed Income ETF position peaked at $1.29M in Q4 2021.
308 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q1 2023.

Based on Independent Wealth Network's 13F filing for Q1 2023, filed 18 Apr 2023.