Kraematon Investment Advisors’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Kraematon Investment Advisors’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
2024 Q3	–	Sell	-11,069	Closed	-$477K	–	86
2024 Q2	$477K	Sell	11,069 -3,222	-23%	-$138K	0.48%	55
2024 Q1	$623K	Sell	14,291 -3,732	-21%	-$164K	0.63%	49
2023 Q4	$804K	Sell	18,023 -857	-5%	-$36.5K	0.88%	38
2023 Q3	$794K	Sell	18,880 -1,027	-5%	-$44.6K	0.98%	36
2023 Q2	$879K	Sell	19,907 -759	-4%	-$34K	0.97%	35
2023 Q1	$931K	Buy	20,666 +107	+0.5%	+$4.79K	1.08%	30
2022 Q4	$903K	Buy	20,559 +76	+0.4%	+$3.31K	0.98%	31
2022 Q3	$892K	Sell	20,483 -890	-4%	-$41.1K	1.15%	29
2022 Q2	$991K	Sell	21,373 -207	-1%	-$9.79K	1.15%	30
2022 Q1	$1.07M	Buy	21,580 +49	+0.2%	+$2.51K	1.02%	32
2021 Q4	$1.15M	Buy	+21,531	New	+$1.15M	1.03%	33

Other funds holding FIXD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management

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

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

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

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return