QWM
FIXD icon

Quaker Wealth Management’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Quaker Wealth Management’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
Q1 		$698K Buy
+13,221
New +$711K 0.32% 28

Other funds holding FIXD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Quaker Wealth Management's FIXD Position: Q1 2021 in Review

Quaker Wealth Management opened a new position in First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q1 2021: 13,221 shares worth $698K. The stake represents 0.32% of the portfolio and ranks #28 among its holdings.

283 funds tracked by Wall St. Rank hold FIXD as of Q1 2021.

  • Quaker Wealth Management held 13,221 shares of First Trust Smith Opportunistic Fixed Income ETF worth $698K as of Q1 2021.
  • First Trust Smith Opportunistic Fixed Income ETF was a new Quaker Wealth Management position in Q1 2021.
  • First Trust Smith Opportunistic Fixed Income ETF made up 0.32% of Quaker Wealth Management's portfolio in Q1 2021, its #28 holding.
  • 283 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q1 2021.

Based on Quaker Wealth Management's 13F filing for Q1 2021, filed 14 May 2021.