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Laurel Wealth Advisors (California)’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Laurel Wealth Advisors (California)’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
2018
Q1 		– Sell
-26,906
Closed -$1.36M – 365
2017
Q4 		$1.36M Buy
+26,906
New +$1.37M 0.39% 73

Other funds holding FIXD

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 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
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AW
ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return

Laurel Wealth Advisors (California)'s FIXD Position: Q1 2018 in Review

Laurel Wealth Advisors (California) sold out of First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q1 2018, closing a stake of 26,906 shares — an estimated $1.36M sold.

Laurel Wealth Advisors (California) first reported a position in FIXD in Q4 2017 and held it in 1 quarter. The position peaked at $1.36M in Q4 2017. 47 funds tracked by Wall St. Rank hold FIXD as of Q1 2018.

  • Laurel Wealth Advisors (California) reported no remaining First Trust Smith Opportunistic Fixed Income ETF position as of Q1 2018 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 26,906 First Trust Smith Opportunistic Fixed Income ETF shares in Q1 2018, an estimated $1.36M.
  • Laurel Wealth Advisors (California) first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q4 2017 and held it in 1 quarter.
  • Laurel Wealth Advisors (California)'s First Trust Smith Opportunistic Fixed Income ETF position peaked at $1.36M in Q4 2017.
  • 47 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q1 2018.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q1 2018, filed 16 May 2018.