MRA Associates USA’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

MRA Associates USA’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
2019 Q3	$673K	Buy	+12,782	New	+$669K	2.65%	10

Other funds holding FIXD

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

PHH Investments Addison, Texas $378M AUM 19.74% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

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

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

RJFSA

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

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

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

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

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

MRA Associates USA's FIXD Position: Q3 2019 in Review

MRA Associates USA opened a new position in First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q3 2019: 12,782 shares worth $673K. The stake represents 2.65% of the portfolio and ranks #10 among its holdings.

106 funds tracked by Wall St. Rank hold FIXD as of Q3 2019.

MRA Associates USA held 12,782 shares of First Trust Smith Opportunistic Fixed Income ETF worth $673K as of Q3 2019.
First Trust Smith Opportunistic Fixed Income ETF was a new MRA Associates USA position in Q3 2019.
First Trust Smith Opportunistic Fixed Income ETF made up 2.65% of MRA Associates USA's portfolio in Q3 2019, its #10 holding.
106 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q3 2019.

Based on MRA Associates USA's 13F filing for Q3 2019, filed 8 Nov 2019.