Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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PWA
Peterson Wealth Advisors’s
First Trust Smith Opportunistic Fixed Income ETF
FIXD
Stock Holding History
Peterson Wealth Advisors’s Portfolio
FIXD Stock Details
FIXD Fund Activity
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Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q1
–
Sell
2023
Q4
$319K
Sell
2023
Q3
$357K
Sell
2023
Q2
$468K
Sell
2023
Q1
$613K
Hold
2022
Q4
$597K
Buy
2022
Q2
–
Sell
2022
Q1
$20.4M
Buy
2021
Q4
$17.3M
Buy
2021
Q3
$14.5M
Buy
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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