Luken Investment Analytics’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Luken Investment Analytics’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	$2.04M	Buy	+37,288	New	+$2.05M	1.52%	11

Other funds holding FIXD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RJFSA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $2.75B AUM 19.24% 1-Year Est. Return

Luken Investment Analytics's FIXD Position: Q4 2020 in Review

Luken Investment Analytics opened a new position in First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q4 2020: 37,288 shares worth $2.04M. The stake represents 1.52% of the portfolio and ranks #11 among its holdings.

260 funds tracked by Wall St. Rank hold FIXD as of Q4 2020.

Luken Investment Analytics held 37,288 shares of First Trust Smith Opportunistic Fixed Income ETF worth $2.04M as of Q4 2020.
First Trust Smith Opportunistic Fixed Income ETF was a new Luken Investment Analytics position in Q4 2020.
First Trust Smith Opportunistic Fixed Income ETF made up 1.52% of Luken Investment Analytics's portfolio in Q4 2020, its #11 holding.
260 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q4 2020.

Based on Luken Investment Analytics's 13F filing for Q4 2020, filed 26 Feb 2021.