Koshinski Asset Management
FIXD icon

Koshinski Asset Management’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Koshinski Asset Management’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
Q2 		– Sell
-9,538
Closed -$473K – 1056
2022
Q1 		$473K Sell
9,538
-1,576
-14% -$80.8K 0.04% 406
2021
Q4 		$591K Sell
11,114
-1
-0% -$53 0.05% 370
2021
Q3 		$595K Buy
11,115
+952
+9% +$51.4K 0.05% 360
2021
Q2 		$545K Buy
+10,163
New +$542K 0.07% 312

Other funds holding FIXD

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ACM
Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Koshinski Asset Management's FIXD Position: Q2 2022 in Review

Koshinski Asset Management sold out of First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q2 2022, closing a stake of 9,538 shares — an estimated $473K sold.

Koshinski Asset Management first reported a position in FIXD in Q2 2021 and held it in 4 quarters. The position peaked at $595K in Q3 2021. 302 funds tracked by Wall St. Rank hold FIXD as of Q2 2022.

  • Koshinski Asset Management reported no remaining First Trust Smith Opportunistic Fixed Income ETF position as of Q2 2022 after selling out during the quarter.
  • Koshinski Asset Management sold 9,538 First Trust Smith Opportunistic Fixed Income ETF shares in Q2 2022, an estimated $473K.
  • Koshinski Asset Management first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q2 2021 and held it in 4 quarters.
  • Koshinski Asset Management's First Trust Smith Opportunistic Fixed Income ETF position peaked at $595K in Q3 2021.
  • 302 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q2 2022.

Based on Koshinski Asset Management's 13F filing for Q2 2022, filed 12 Jul 2022.