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

Meridian 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
2024 Q1	–	Sell	-4,792	Closed	-$214K	–	304
2023 Q4	$214K	Sell	4,792 -515	-10%	-$21.9K	0.01%	557
2023 Q3	$223K	Hold	5,307	–	–	0.01%	501
2023 Q2	$234K	Sell	5,307 -2,437	-31%	-$109K	0.02%	490
2023 Q1	$349K	Hold	7,744	–	–	0.03%	387
2022 Q4	$340K	Sell	7,744 -1,928	-20%	-$84.1K	0.03%	386
2022 Q3	$421K	Sell	9,672 -346	-3%	-$16K	0.05%	305
2022 Q2	$465K	Sell	10,018 -477	-5%	-$22.6K	0.04%	367
2022 Q1	$520K	Sell	10,495 -181	-2%	-$9.28K	0.06%	236
2021 Q4	$568K	Buy	10,676 +685	+7%	+$36.5K	0.06%	226
2021 Q3	$535K	Sell	9,991 -5	-0.1%	-$270	0.07%	211
2021 Q2	$536K	Sell	9,996 -55	-0.5%	-$2.93K	0.07%	214
2021 Q1	$531K	Buy	10,051 +452	+5%	+$24.3K	0.08%	203
2020 Q4	$525K	Buy	+9,599	New	+$529K	0.08%	182

Other funds holding FIXD

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

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

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

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

RJFSA

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

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Meridian Wealth Management's FIXD Position: Q1 2024 in Review

Meridian Wealth Management sold out of First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q1 2024, closing a stake of 4,792 shares — an estimated $214K sold.

Meridian Wealth Management first reported a position in FIXD in Q4 2020 and held it in 13 quarters. The position peaked at $568K in Q4 2021. 348 funds tracked by Wall St. Rank hold FIXD as of Q1 2024.

Meridian Wealth Management reported no remaining First Trust Smith Opportunistic Fixed Income ETF position as of Q1 2024 after selling out during the quarter.
Meridian Wealth Management sold 4,792 First Trust Smith Opportunistic Fixed Income ETF shares in Q1 2024, an estimated $214K.
Meridian Wealth Management first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q4 2020 and held it in 13 quarters.
Meridian Wealth Management's First Trust Smith Opportunistic Fixed Income ETF position peaked at $568K in Q4 2021.
348 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q1 2024.

Based on Meridian Wealth Management's 13F filing for Q1 2024, filed 25 Apr 2024.