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McDonald Partners’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

McDonald Partners’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
2021
Q4 		– Sell
-6,646
Closed -$356K – 604
2021
Q3 		$356K Hold
6,646
– – 0.08% 229
2021
Q2 		$356K Hold
6,646
– – 0.08% 229
2021
Q1 		$351K Buy
+6,646
New +$358K 0.09% 220

Other funds holding FIXD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

McDonald Partners's FIXD Position: Q4 2021 in Review

McDonald Partners sold out of First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q4 2021, closing a stake of 6,646 shares — an estimated $356K sold.

McDonald Partners first reported a position in FIXD in Q1 2021 and held it in 3 quarters. The position peaked at $356K in Q3 2021. 323 funds tracked by Wall St. Rank hold FIXD as of Q4 2021.

  • McDonald Partners reported no remaining First Trust Smith Opportunistic Fixed Income ETF position as of Q4 2021 after selling out during the quarter.
  • McDonald Partners sold 6,646 First Trust Smith Opportunistic Fixed Income ETF shares in Q4 2021, an estimated $356K.
  • McDonald Partners first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q1 2021 and held it in 3 quarters.
  • McDonald Partners's First Trust Smith Opportunistic Fixed Income ETF position peaked at $356K in Q3 2021.
  • 323 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q4 2021.

Based on McDonald Partners's 13F filing for Q4 2021, filed 31 Jan 2022.