Plotkin Financial Advisors’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Plotkin Financial 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
2021 Q4	–	Sell	-9,212	Closed	-$493K	–	93
2021 Q3	$493K	Hold	9,212	–	–	0.29%	55
2021 Q2	$494K	Buy	+9,212	New	+$491K	0.27%	56
2021 Q1	–	Sell	-16,712	Closed	-$915K	–	85
2020 Q4	$915K	Sell	16,712 -2,819	-14%	-$155K	0.6%	31
2020 Q3	$1.07M	Buy	19,531 +8,431	+76%	+$466K	1.18%	24
2020 Q2	$608K	Buy	+11,100	New	+$600K	0.52%	34

Other funds holding FIXD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ACM

Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJFSA

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Plotkin Financial Advisors's FIXD Position: Q4 2021 in Review

Plotkin Financial Advisors sold out of First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q4 2021, closing a stake of 9,212 shares — an estimated $493K sold.

Plotkin Financial Advisors first reported a position in FIXD in Q2 2020 and held it in 5 quarters. The position peaked at $1.07M in Q3 2020. 323 funds tracked by Wall St. Rank hold FIXD as of Q4 2021.

Plotkin Financial Advisors reported no remaining First Trust Smith Opportunistic Fixed Income ETF position as of Q4 2021 after selling out during the quarter.
Plotkin Financial Advisors sold 9,212 First Trust Smith Opportunistic Fixed Income ETF shares in Q4 2021, an estimated $493K.
Plotkin Financial Advisors first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q2 2020 and held it in 5 quarters.
Plotkin Financial Advisors's First Trust Smith Opportunistic Fixed Income ETF position peaked at $1.07M in Q3 2020.
323 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q4 2021.

Based on Plotkin Financial Advisors's 13F filing for Q4 2021, filed 15 Nov 2024.