Oliver Lagore Vanvalin Investment Group’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Oliver Lagore Vanvalin Investment 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
2024 Q1	–	Sell	-457	Closed	-$20.4K	–	769
2023 Q4	$20.4K	Sell	457 -920	-67%	-$39.2K	0.01%	309
2023 Q3	$57.9K	Sell	1,377 -2,078	-60%	-$90.2K	0.02%	222
2023 Q2	$153K	Buy	+3,455	New	+$155K	0.06%	145

Other funds holding FIXD

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

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

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

SEIA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

RJA

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's FIXD Position: Q1 2024 in Review

Oliver Lagore Vanvalin Investment Group sold out of First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q1 2024, closing a stake of 457 shares — an estimated $20.4K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in FIXD in Q2 2023 and held it in 3 quarters. The position peaked at $153K in Q2 2023. 347 funds tracked by Wall St. Rank hold FIXD as of Q1 2024.

Oliver Lagore Vanvalin Investment Group reported no remaining First Trust Smith Opportunistic Fixed Income ETF position as of Q1 2024 after selling out during the quarter.
Oliver Lagore Vanvalin Investment Group sold 457 First Trust Smith Opportunistic Fixed Income ETF shares in Q1 2024, an estimated $20.4K.
Oliver Lagore Vanvalin Investment Group first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q2 2023 and held it in 3 quarters.
Oliver Lagore Vanvalin Investment Group's First Trust Smith Opportunistic Fixed Income ETF position peaked at $153K in Q2 2023.
347 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q1 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q1 2024, filed 15 May 2024.