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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-7,156	Closed	-$319K	–	69
2023 Q4	$319K	Sell	7,156 -1,342	-16%	-$57.2K	0.08%	52
2023 Q3	$357K	Sell	8,498 -2,122	-20%	-$92.1K	0.1%	46
2023 Q2	$468K	Sell	10,620 -2,983	-22%	-$134K	0.12%	43
2023 Q1	$613K	Hold	13,603	–	–	0.17%	38
2022 Q4	$597K	Buy	+13,603	New	+$593K	0.18%	38
2022 Q2	–	Sell	-412,278	Closed	-$20.4M	–	59
2022 Q1	$20.4M	Buy	412,278 +86,595	+27%	+$4.44M	6.05%	6
2021 Q4	$17.3M	Buy	325,683 +54,023	+20%	+$2.88M	5%	6
2021 Q3	$14.5M	Buy	+271,660	New	+$14.7M	4.81%	6

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

Peterson Wealth Advisors's FIXD Position: Q1 2024 in Review

Peterson Wealth Advisors sold out of First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q1 2024, closing a stake of 7,156 shares — an estimated $319K sold.

Peterson Wealth Advisors first reported a position in FIXD in Q3 2021 and held it in 8 quarters. The position peaked at $20.4M in Q1 2022. 347 funds tracked by Wall St. Rank hold FIXD as of Q1 2024.

Peterson Wealth Advisors reported no remaining First Trust Smith Opportunistic Fixed Income ETF position as of Q1 2024 after selling out during the quarter.
Peterson Wealth Advisors sold 7,156 First Trust Smith Opportunistic Fixed Income ETF shares in Q1 2024, an estimated $319K.
Peterson Wealth Advisors first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q3 2021 and held it in 8 quarters.
Peterson Wealth Advisors's First Trust Smith Opportunistic Fixed Income ETF position peaked at $20.4M in Q1 2022.
347 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q1 2024.

Based on Peterson Wealth Advisors's 13F filing for Q1 2024, filed 15 Apr 2024.