Mission Creek Capital Partners’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Mission Creek Capital 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
2022 Q3	–	Sell	-4,500	Closed	-$209K	–	210
2022 Q2	$209K	Hold	4,500	–	–	0.07%	208
2022 Q1	$223K	Hold	4,500	–	–	0.06%	219
2021 Q4	$239K	Hold	4,500	–	–	0.05%	226
2021 Q3	$241K	Hold	4,500	–	–	0.04%	227
2021 Q2	$241K	Hold	4,500	–	–	0.04%	217
2021 Q1	$238K	Hold	4,500	–	–	0.04%	212
2020 Q4	$246K	Hold	4,500	–	–	0.08%	192
2020 Q3	$248K	Buy	4,500 +300	+7%	+$16.6K	0.1%	183
2020 Q2	$230K	Buy	+4,200	New	+$227K	0.12%	156

Other funds holding FIXD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Bogart Wealth LLC Mclean, Virginia $2.6B AUM 18.62% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return