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Laffer Tengler Investments’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Laffer Tengler Investments’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
2020
Q4 		– Sell
-200
Closed -$11K – 300
2020
Q3 		$11K Hold
200
– – 0.01% 249
2020
Q2 		$11K Buy
+200
New +$10.8K 0.01% 239

Other funds holding FIXD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

Laffer Tengler Investments's FIXD Position: Q4 2020 in Review

Laffer Tengler Investments sold out of First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q4 2020, closing a stake of 200 shares — an estimated $11K sold.

Laffer Tengler Investments first reported a position in FIXD in Q2 2020 and held it in 2 quarters. The position peaked at $11K in Q3 2020. 260 funds tracked by Wall St. Rank hold FIXD as of Q4 2020.

  • Laffer Tengler Investments reported no remaining First Trust Smith Opportunistic Fixed Income ETF position as of Q4 2020 after selling out during the quarter.
  • Laffer Tengler Investments sold 200 First Trust Smith Opportunistic Fixed Income ETF shares in Q4 2020, an estimated $11K.
  • Laffer Tengler Investments first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q2 2020 and held it in 2 quarters.
  • Laffer Tengler Investments's First Trust Smith Opportunistic Fixed Income ETF position peaked at $11K in Q3 2020.
  • 260 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q4 2020.

Based on Laffer Tengler Investments's 13F filing for Q4 2020, filed 19 Feb 2021.