Principle Wealth Partners’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Principle Wealth Partners’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
2022 Q1	–	Sell	-7,396	Closed	-$394K	–	321
2021 Q4	$394K	Sell	7,396 -1,257	-15%	-$67.1K	0.04%	234
2021 Q3	$463K	Hold	8,653	–	–	0.05%	205
2021 Q2	$464K	Hold	8,653	–	–	0.05%	207
2021 Q1	$457K	Buy	8,653 +2,532	+41%	+$136K	0.05%	200
2020 Q4	$335K	Buy	+6,121	New	+$337K	0.04%	214

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 22.9% 1-Year Est. Return

RJFSA

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

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

TAM

Tucker Asset Management Littleton, Colorado $405M AUM 27.41% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Principle Wealth Partners's FIXD Position: Q1 2022 in Review

Principle Wealth Partners sold out of First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q1 2022, closing a stake of 7,396 shares — an estimated $394K sold.

Principle Wealth Partners first reported a position in FIXD in Q4 2020 and held it in 5 quarters. The position peaked at $464K in Q2 2021. 316 funds tracked by Wall St. Rank hold FIXD as of Q1 2022.

Principle Wealth Partners reported no remaining First Trust Smith Opportunistic Fixed Income ETF position as of Q1 2022 after selling out during the quarter.
Principle Wealth Partners sold 7,396 First Trust Smith Opportunistic Fixed Income ETF shares in Q1 2022, an estimated $394K.
Principle Wealth Partners first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q4 2020 and held it in 5 quarters.
Principle Wealth Partners's First Trust Smith Opportunistic Fixed Income ETF position peaked at $464K in Q2 2021.
316 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q1 2022.

Based on Principle Wealth Partners's 13F filing for Q1 2022, filed 12 May 2022.