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MBE Wealth Management’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

MBE Wealth 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
2020
Q2 		– Sell
-396
Closed -$20K – 209
2020
Q1 		$20K Buy
+396
New +$20.8K 0.02% 217

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
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

MBE Wealth Management's FIXD Position: Q2 2020 in Review

MBE Wealth Management sold out of First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q2 2020, closing a stake of 396 shares — an estimated $20K sold.

MBE Wealth Management first reported a position in FIXD in Q1 2020 and held it in 1 quarter. The position peaked at $20K in Q1 2020. 169 funds tracked by Wall St. Rank hold FIXD as of Q2 2020.

  • MBE Wealth Management reported no remaining First Trust Smith Opportunistic Fixed Income ETF position as of Q2 2020 after selling out during the quarter.
  • MBE Wealth Management sold 396 First Trust Smith Opportunistic Fixed Income ETF shares in Q2 2020, an estimated $20K.
  • MBE Wealth Management first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q1 2020 and held it in 1 quarter.
  • MBE Wealth Management's First Trust Smith Opportunistic Fixed Income ETF position peaked at $20K in Q1 2020.
  • 169 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.