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

Peterson 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
2024
Q3 		$10K Buy
+222
New +$9.9K 0.04% 213

Other funds holding FIXD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Peterson Financial Group's FIXD Position: Q3 2024 in Review

Peterson Financial Group opened a new position in First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q3 2024: 222 shares worth $10K. The stake represents 0.04% of the portfolio and ranks #213 among its holdings.

334 funds tracked by Wall St. Rank hold FIXD as of Q3 2024.

  • Peterson Financial Group held 222 shares of First Trust Smith Opportunistic Fixed Income ETF worth $10K as of Q3 2024.
  • First Trust Smith Opportunistic Fixed Income ETF was a new Peterson Financial Group position in Q3 2024.
  • First Trust Smith Opportunistic Fixed Income ETF made up 0.04% of Peterson Financial Group's portfolio in Q3 2024, its #213 holding.
  • 334 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.