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POM Investment Strategies’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

POM Investment Strategies’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
Q4 		– Sell
-7
Closed -$317 – 351
2024
Q3 		$317 Buy
+7
New +$312 ﹤0.01% 293

Other funds holding FIXD

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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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
CAS
Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.12B AUM 13.85% 1-Year Est. Return

POM Investment Strategies's FIXD Position: Q4 2024 in Review

POM Investment Strategies sold out of First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q4 2024, closing a stake of 7 shares — an estimated $317 sold.

POM Investment Strategies first reported a position in FIXD in Q3 2024 and held it in 1 quarter. The position peaked at $317 in Q3 2024. 360 funds tracked by Wall St. Rank hold FIXD as of Q4 2024.

  • POM Investment Strategies reported no remaining First Trust Smith Opportunistic Fixed Income ETF position as of Q4 2024 after selling out during the quarter.
  • POM Investment Strategies sold 7 First Trust Smith Opportunistic Fixed Income ETF shares in Q4 2024, an estimated $317.
  • POM Investment Strategies first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q3 2024 and held it in 1 quarter.
  • POM Investment Strategies's First Trust Smith Opportunistic Fixed Income ETF position peaked at $317 in Q3 2024.
  • 360 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q4 2024.

Based on POM Investment Strategies's 13F filing for Q4 2024, filed 29 Jan 2025.