Semmax Financial Advisors’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Semmax Financial 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
2024 Q3	–	Sell	-379	Closed	-$17K	–	389
2024 Q2	$17K	Buy	+379	New	+$16.2K	0.01%	206
2019 Q3	–	Sell	-184	Closed	-$10K	–	296
2019 Q2	$10K	Sell	184 -522	-74%	-$26.6K	0.01%	182
2019 Q1	$36K	Sell	706 -67	-9%	-$3.34K	0.02%	211
2018 Q4	$38K	Buy	+773	New	+$37.7K	0.03%	210

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

Semmax Financial Advisors's FIXD Position: Q3 2024 in Review

Semmax Financial Advisors sold out of First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q3 2024, closing a stake of 379 shares — an estimated $17K sold.

Semmax Financial Advisors first reported a position in FIXD in Q4 2018 and held it in 4 quarters. The position peaked at $38K in Q4 2018. 334 funds tracked by Wall St. Rank hold FIXD as of Q3 2024.

Semmax Financial Advisors reported no remaining First Trust Smith Opportunistic Fixed Income ETF position as of Q3 2024 after selling out during the quarter.
Semmax Financial Advisors sold 379 First Trust Smith Opportunistic Fixed Income ETF shares in Q3 2024, an estimated $17K.
Semmax Financial Advisors first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q4 2018 and held it in 4 quarters.
Semmax Financial Advisors's First Trust Smith Opportunistic Fixed Income ETF position peaked at $38K in Q4 2018.
334 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q3 2024.

Based on Semmax Financial Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.