SPIS
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Steward Partners Investment Solutions’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Steward Partners Investment Solutions’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
Q1 		$543K Buy
12,445
+993
+9% +$43.5K 0.09% 144
2023
Q4 		$511K Buy
+11,452
New +$488K 0.21% 89

Other funds holding FIXD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Steward Partners Investment Solutions's FIXD Position: Q1 2024 in Review

Steward Partners Investment Solutions increased its First Trust Smith Opportunistic Fixed Income ETF (FIXD) stake by 8.7% in Q1 2024, buying an estimated $43.5K and bringing the position to 12,445 shares worth $543K. The position accounts for 0.09% of the portfolio, ranked #144.

Steward Partners Investment Solutions first reported a position in FIXD in Q4 2023 and has held it in 2 quarters since. 347 funds tracked by Wall St. Rank hold FIXD as of Q1 2024.

  • Steward Partners Investment Solutions held 12,445 shares of First Trust Smith Opportunistic Fixed Income ETF worth $543K as of Q1 2024.
  • Steward Partners Investment Solutions bought 993 First Trust Smith Opportunistic Fixed Income ETF shares in Q1 2024, an estimated $43.5K.
  • First Trust Smith Opportunistic Fixed Income ETF made up 0.09% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #144 holding.
  • Steward Partners Investment Solutions first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q4 2023 and has held it in 2 quarters since.
  • 347 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.