MRA Advisory Group’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

MRA Advisory 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 Q2	–	Sell	-4,710	Closed	-$249K	–	125
2021 Q1	$249K	Sell	4,710 -4,677	-50%	-$252K	0.23%	86
2020 Q4	$514K	Buy	+9,387	New	+$517K	0.51%	46

Other funds holding FIXD

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

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

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

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

RJFSA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

RJA

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

MRA Advisory Group's FIXD Position: Q2 2021 in Review

MRA Advisory Group sold out of First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q2 2021, closing a stake of 4,710 shares — an estimated $249K sold.

MRA Advisory Group first reported a position in FIXD in Q4 2020 and held it in 2 quarters. The position peaked at $514K in Q4 2020. 281 funds tracked by Wall St. Rank hold FIXD as of Q2 2021.

MRA Advisory Group reported no remaining First Trust Smith Opportunistic Fixed Income ETF position as of Q2 2021 after selling out during the quarter.
MRA Advisory Group sold 4,710 First Trust Smith Opportunistic Fixed Income ETF shares in Q2 2021, an estimated $249K.
MRA Advisory Group first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q4 2020 and held it in 2 quarters.
MRA Advisory Group's First Trust Smith Opportunistic Fixed Income ETF position peaked at $514K in Q4 2020.
281 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q2 2021.

Based on MRA Advisory Group's 13F filing for Q2 2021, filed 29 Jul 2021.