KFI
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Key Financial Inc’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Key Financial Inc’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
-1,842
Closed -$80.2K – 1178
2022
Q4 		$80.2K Hold
1,842
– – 0.04% 286
2022
Q3 		$80K Hold
1,842
– – 0.04% 289
2022
Q2 		$86K Buy
+1,842
New +$87.2K 0.05% 266

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

Key Financial Inc's FIXD Position: Q1 2023 in Review

Key Financial Inc sold out of First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q1 2023, closing a stake of 1,842 shares — an estimated $80.2K sold.

Key Financial Inc first reported a position in FIXD in Q2 2022 and held it in 3 quarters. The position peaked at $86K in Q2 2022. 306 funds tracked by Wall St. Rank hold FIXD as of Q1 2023.

  • Key Financial Inc reported no remaining First Trust Smith Opportunistic Fixed Income ETF position as of Q1 2023 after selling out during the quarter.
  • Key Financial Inc sold 1,842 First Trust Smith Opportunistic Fixed Income ETF shares in Q1 2023, an estimated $80.2K.
  • Key Financial Inc first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q2 2022 and held it in 3 quarters.
  • Key Financial Inc's First Trust Smith Opportunistic Fixed Income ETF position peaked at $86K in Q2 2022.
  • 306 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q1 2023.

Based on Key Financial Inc's 13F filing for Q1 2023, filed 2 May 2023.