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

Monumental 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
2023 Q2	–	Sell	-781	Closed	-$35K	–	59
2023 Q1	$35K	Buy	+781	New	+$35K	0.03%	64

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

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 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

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

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

RJA

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Monumental Financial Group's FIXD Position: Q2 2023 in Review

Monumental Financial Group sold out of First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q2 2023, closing a stake of 781 shares — an estimated $35K sold.

Monumental Financial Group first reported a position in FIXD in Q1 2023 and held it in 1 quarter. The position peaked at $35K in Q1 2023. 333 funds tracked by Wall St. Rank hold FIXD as of Q2 2023.

Monumental Financial Group reported no remaining First Trust Smith Opportunistic Fixed Income ETF position as of Q2 2023 after selling out during the quarter.
Monumental Financial Group sold 781 First Trust Smith Opportunistic Fixed Income ETF shares in Q2 2023, an estimated $35K.
Monumental Financial Group first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q1 2023 and held it in 1 quarter.
Monumental Financial Group's First Trust Smith Opportunistic Fixed Income ETF position peaked at $35K in Q1 2023.
333 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q2 2023.

Based on Monumental Financial Group's 13F filing for Q2 2023, filed 11 Jul 2023.