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Investors Financial Group’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Investors Financial Group’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
Q1 		– Sell
-22,708
Closed -$1.21M – 64
2021
Q4 		$1.21M Sell
22,708
-114
-0.5% -$6.08K 0.56% 50
2021
Q3 		$1.22M Buy
22,822
+1,238
+6% +$66.8K 0.65% 36
2021
Q2 		$1.16M Buy
+21,584
New +$1.15M 0.62% 39

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TAM
Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Investors Financial Group's FIXD Position: Q1 2022 in Review

Investors Financial Group sold out of First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q1 2022, closing a stake of 22,708 shares — an estimated $1.21M sold.

Investors Financial Group first reported a position in FIXD in Q2 2021 and held it in 3 quarters. The position peaked at $1.22M in Q3 2021. 316 funds tracked by Wall St. Rank hold FIXD as of Q1 2022.

  • Investors Financial Group reported no remaining First Trust Smith Opportunistic Fixed Income ETF position as of Q1 2022 after selling out during the quarter.
  • Investors Financial Group sold 22,708 First Trust Smith Opportunistic Fixed Income ETF shares in Q1 2022, an estimated $1.21M.
  • Investors Financial Group first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q2 2021 and held it in 3 quarters.
  • Investors Financial Group's First Trust Smith Opportunistic Fixed Income ETF position peaked at $1.22M in Q3 2021.
  • 316 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q1 2022.

Based on Investors Financial Group's 13F filing for Q1 2022.