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 $1.89T AUM 35.08% 1-Year Est. Return

ACM

Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return

SEIA

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

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

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

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

RJFSA

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

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Mission Creek Capital Partners's FIXD Position: Q3 2022 in Review

Mission Creek Capital Partners sold out of First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q3 2022, closing a stake of 4,500 shares — an estimated $209K sold.

Mission Creek Capital Partners first reported a position in FIXD in Q2 2020 and held it in 9 quarters. The position peaked at $248K in Q3 2020. 285 funds tracked by Wall St. Rank hold FIXD as of Q3 2022.

Mission Creek Capital Partners reported no remaining First Trust Smith Opportunistic Fixed Income ETF position as of Q3 2022 after selling out during the quarter.
Mission Creek Capital Partners sold 4,500 First Trust Smith Opportunistic Fixed Income ETF shares in Q3 2022, an estimated $209K.
Mission Creek Capital Partners first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q2 2020 and held it in 9 quarters.
Mission Creek Capital Partners's First Trust Smith Opportunistic Fixed Income ETF position peaked at $248K in Q3 2020.
285 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q3 2022.

Based on Mission Creek Capital Partners's 13F filing for Q3 2022, filed 14 Nov 2022.