RW
FIXD icon

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

Rede Wealth’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
Q4 		– Sell
-13,674
Closed -$595K – 90
2022
Q3 		$595K Sell
13,674
-1,972
-13% -$91.1K 0.35% 34
2022
Q2 		$726K Sell
15,646
-9,996
-39% -$473K 0.42% 28
2022
Q1 		$1.27M Sell
25,642
-103
-0.4% -$5.28K 0.6% 16
2021
Q4 		$1.37M Buy
25,745
+9,411
+58% +$502K 0.69% 17
2021
Q3 		$875K Sell
16,334
-19
-0.1% -$1.03K 0.47% 33
2021
Q2 		$877K Buy
16,353
+3,097
+23% +$165K 0.47% 30
2021
Q1 		$700K Sell
13,256
-91
-0.7% -$4.89K 0.41% 37
2020
Q4 		$732K Buy
+13,347
New +$735K 0.5% 28

Other funds holding FIXD

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Morgan Stanley
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return