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San Luis Wealth Advisors’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

San Luis Wealth 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
2022
Q2 		– Sell
-160
Closed -$9K – 199
2022
Q1 		$9K Buy
+160
New +$8.2K ﹤0.01% 371

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ACM
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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
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
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.6B AUM 18.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

San Luis Wealth Advisors's FIXD Position: Q2 2022 in Review

San Luis Wealth Advisors sold out of First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q2 2022, closing a stake of 160 shares — an estimated $9K sold.

San Luis Wealth Advisors first reported a position in FIXD in Q1 2022 and held it in 1 quarter. The position peaked at $9K in Q1 2022. 301 funds tracked by Wall St. Rank hold FIXD as of Q2 2022.

  • San Luis Wealth Advisors reported no remaining First Trust Smith Opportunistic Fixed Income ETF position as of Q2 2022 after selling out during the quarter.
  • San Luis Wealth Advisors sold 160 First Trust Smith Opportunistic Fixed Income ETF shares in Q2 2022, an estimated $9K.
  • San Luis Wealth Advisors first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q1 2022 and held it in 1 quarter.
  • San Luis Wealth Advisors's First Trust Smith Opportunistic Fixed Income ETF position peaked at $9K in Q1 2022.
  • 301 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q2 2022.

Based on San Luis Wealth Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.