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

Sanchez Wealth Management Group’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 Q3	–	Sell	-204,356	Closed	-$8.8M	–	41
2024 Q2	$8.8M	Buy	204,356 +1,872	+0.9%	+$80.3K	2.85%	17
2024 Q1	$8.83M	Sell	202,484 -2,074	-1%	-$90.9K	2.99%	16
2023 Q4	$9.12M	Sell	204,558 -156,612	-43%	-$6.67M	3.33%	13
2023 Q3	$15.2M	Buy	361,170 +3,523	+1%	+$153K	6.13%	6
2023 Q2	$15.8M	Buy	357,647 +4,877	+1%	+$218K	6.4%	6
2023 Q1	$15.9M	Buy	352,770 +2,337	+0.7%	+$105K	7%	6
2022 Q4	$15.4M	Buy	+350,433	New	+$15.3M	7.54%	6

Other funds holding FIXD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

RJA

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sanchez Wealth Management Group's FIXD Position: Q3 2024 in Review

Sanchez Wealth Management Group sold out of First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q3 2024, closing a stake of 204,356 shares — an estimated $8.8M sold.

Sanchez Wealth Management Group first reported a position in FIXD in Q4 2022 and held it in 7 quarters. The position peaked at $15.9M in Q1 2023. 334 funds tracked by Wall St. Rank hold FIXD as of Q3 2024.

Sanchez Wealth Management Group reported no remaining First Trust Smith Opportunistic Fixed Income ETF position as of Q3 2024 after selling out during the quarter.
Sanchez Wealth Management Group sold 204,356 First Trust Smith Opportunistic Fixed Income ETF shares in Q3 2024, an estimated $8.8M.
Sanchez Wealth Management Group first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q4 2022 and held it in 7 quarters.
Sanchez Wealth Management Group's First Trust Smith Opportunistic Fixed Income ETF position peaked at $15.9M in Q1 2023.
334 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q3 2024.

Based on Sanchez Wealth Management Group's 13F filing for Q3 2024, filed 5 Nov 2024.