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

SeaCrest 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
2022 Q3	–	Sell	-700	Closed	-$32K	–	916
2022 Q2	$32K	Buy	+700	New	+$33.1K	﹤0.01%	1302
2019 Q2	–	Sell	-970	Closed	-$49K	–	961
2019 Q1	$49K	Hold	970	–	–	0.01%	947
2018 Q4	$48K	Buy	970 +318	+49%	+$15.5K	0.01%	905
2018 Q3	$32K	Buy	652 +3	+0.5%	+$148	0.01%	1184
2018 Q2	$32K	Buy	+649	New	+$31.9K	0.01%	1161

Other funds holding FIXD

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

ACM

Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return

SEIA

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SeaCrest Wealth Management's FIXD Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q3 2022, closing a stake of 700 shares — an estimated $32K sold.

SeaCrest Wealth Management first reported a position in FIXD in Q2 2018 and held it in 5 quarters. The position peaked at $49K in Q1 2019. 284 funds tracked by Wall St. Rank hold FIXD as of Q3 2022.

SeaCrest Wealth Management reported no remaining First Trust Smith Opportunistic Fixed Income ETF position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 700 First Trust Smith Opportunistic Fixed Income ETF shares in Q3 2022, an estimated $32K.
SeaCrest Wealth Management first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q2 2018 and held it in 5 quarters.
SeaCrest Wealth Management's First Trust Smith Opportunistic Fixed Income ETF position peaked at $49K in Q1 2019.
284 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.