MFG
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Mission Financial Group’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Mission Financial Group’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 		$215K Buy
+4,847
New +$259K 0.2% 133

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

Mission Financial Group's FIXD Position: Q4 2021 in Review

Mission Financial Group opened a new position in First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q4 2021: 4,847 shares worth $215K. The stake represents 0.2% of the portfolio and ranks #133 among its holdings.

323 funds tracked by Wall St. Rank hold FIXD as of Q4 2021.

  • Mission Financial Group held 4,847 shares of First Trust Smith Opportunistic Fixed Income ETF worth $215K as of Q4 2021.
  • First Trust Smith Opportunistic Fixed Income ETF was a new Mission Financial Group position in Q4 2021.
  • First Trust Smith Opportunistic Fixed Income ETF made up 0.2% of Mission Financial Group's portfolio in Q4 2021, its #133 holding.
  • 323 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q4 2021.

Based on Mission Financial Group's 13F filing for Q4 2021, filed 25 Mar 2026.