Insight Wealth Partners’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Insight Wealth Partners’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 Q3	–	Sell	-4,517	Closed	-$209K	–	61
2022 Q2	$209K	Sell	4,517 -2,366	-34%	-$112K	0.16%	55
2022 Q1	$341K	Buy	6,883 +1,445	+27%	+$74.1K	0.19%	54
2021 Q4	$289K	Hold	5,438	–	–	0.05%	67
2021 Q3	$291K	Buy	5,438 +308	+6%	+$16.6K	0.16%	50
2021 Q2	$275K	Buy	+5,130	New	+$274K	0.15%	50

Other funds holding FIXD

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

SEIA

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Insight Wealth Partners's FIXD Position: Q3 2022 in Review

Insight Wealth Partners sold out of First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q3 2022, closing a stake of 4,517 shares — an estimated $209K sold.

Insight Wealth Partners first reported a position in FIXD in Q2 2021 and held it in 5 quarters. The position peaked at $341K in Q1 2022. 284 funds tracked by Wall St. Rank hold FIXD as of Q3 2022.

Insight Wealth Partners reported no remaining First Trust Smith Opportunistic Fixed Income ETF position as of Q3 2022 after selling out during the quarter.
Insight Wealth Partners sold 4,517 First Trust Smith Opportunistic Fixed Income ETF shares in Q3 2022, an estimated $209K.
Insight Wealth Partners first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q2 2021 and held it in 5 quarters.
Insight Wealth Partners's First Trust Smith Opportunistic Fixed Income ETF position peaked at $341K in Q1 2022.
284 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q3 2022.

Based on Insight Wealth Partners's 13F filing for Q3 2022, filed 1 Dec 2022.