Shore Point Advisors’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Shore Point 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
2023 Q1	–	Sell	-23,162	Closed	-$1.02M	–	53
2022 Q4	$1.02M	Sell	23,162 -3,282	-12%	-$143K	0.84%	24
2022 Q3	$1.15M	Buy	26,444 +522	+2%	+$24.1K	1.12%	16
2022 Q2	$1.2M	Buy	25,922 +71	+0.3%	+$3.36K	1.12%	15
2022 Q1	$1.28M	Sell	25,851 -7,794	-23%	-$399K	1.11%	15
2021 Q4	$1.79M	Buy	+33,645	New	+$1.79M	1.49%	13

Other funds holding FIXD

Morgan Stanley New York $1.89T AUM 35.08% 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 $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RJA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Shore Point Advisors's FIXD Position: Q1 2023 in Review

Shore Point Advisors sold out of First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q1 2023, closing a stake of 23,162 shares — an estimated $1.02M sold.

Shore Point Advisors first reported a position in FIXD in Q4 2021 and held it in 5 quarters. The position peaked at $1.79M in Q4 2021. 308 funds tracked by Wall St. Rank hold FIXD as of Q1 2023.

Shore Point Advisors reported no remaining First Trust Smith Opportunistic Fixed Income ETF position as of Q1 2023 after selling out during the quarter.
Shore Point Advisors sold 23,162 First Trust Smith Opportunistic Fixed Income ETF shares in Q1 2023, an estimated $1.02M.
Shore Point Advisors first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q4 2021 and held it in 5 quarters.
Shore Point Advisors's First Trust Smith Opportunistic Fixed Income ETF position peaked at $1.79M in Q4 2021.
308 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q1 2023.

Based on Shore Point Advisors's 13F filing for Q1 2023, filed 17 Apr 2023.