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Sanibel Captiva Trust Company’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Sanibel Captiva Trust Company’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
Q2 		– Sell
-5,774
Closed -$252K – 371
2024
Q1 		$252K Buy
+5,774
New +$253K 0.01% 329

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RJFSA
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PVI
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Sanibel Captiva Trust Company's FIXD Position: Q2 2024 in Review

Sanibel Captiva Trust Company sold out of First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q2 2024, closing a stake of 5,774 shares — an estimated $252K sold.

Sanibel Captiva Trust Company first reported a position in FIXD in Q1 2024 and held it in 1 quarter. The position peaked at $252K in Q1 2024. 340 funds tracked by Wall St. Rank hold FIXD as of Q2 2024.

  • Sanibel Captiva Trust Company reported no remaining First Trust Smith Opportunistic Fixed Income ETF position as of Q2 2024 after selling out during the quarter.
  • Sanibel Captiva Trust Company sold 5,774 First Trust Smith Opportunistic Fixed Income ETF shares in Q2 2024, an estimated $252K.
  • Sanibel Captiva Trust Company first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q1 2024 and held it in 1 quarter.
  • Sanibel Captiva Trust Company's First Trust Smith Opportunistic Fixed Income ETF position peaked at $252K in Q1 2024.
  • 340 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q2 2024.

Based on Sanibel Captiva Trust Company's 13F filing for Q2 2024, filed 22 Jul 2024.