Stone House Investment Management’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Stone House Investment 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
2019 Q2	–	Sell	-2,037	Closed	-$103K	–	88
2019 Q1	$103K	Buy	+2,037	New	+$101K	0.05%	59
2018 Q2	–	Sell	-5,475	Closed	-$272K	–	49
2018 Q1	$272K	Sell	5,475 -169	-3%	-$8.42K	0.18%	36
2017 Q4	$286K	Buy	+5,644	New	+$287K	0.19%	31

Other funds holding FIXD

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

PHH Investments Addison, Texas $378M AUM 19.74% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

RJFSA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stone House Investment Management's FIXD Position: Q2 2019 in Review

Stone House Investment Management sold out of First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q2 2019, closing a stake of 2,037 shares — an estimated $103K sold.

Stone House Investment Management first reported a position in FIXD in Q4 2017 and held it in 3 quarters. The position peaked at $286K in Q4 2017. 81 funds tracked by Wall St. Rank hold FIXD as of Q2 2019.

Stone House Investment Management reported no remaining First Trust Smith Opportunistic Fixed Income ETF position as of Q2 2019 after selling out during the quarter.
Stone House Investment Management sold 2,037 First Trust Smith Opportunistic Fixed Income ETF shares in Q2 2019, an estimated $103K.
Stone House Investment Management first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q4 2017 and held it in 3 quarters.
Stone House Investment Management's First Trust Smith Opportunistic Fixed Income ETF position peaked at $286K in Q4 2017.
81 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q2 2019.

Based on Stone House Investment Management's 13F filing for Q2 2019, filed 9 Jul 2019.