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

Stratos 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
2022 Q3	–	Sell	-4,825	Closed	-$224K	–	152
2022 Q2	$224K	Buy	4,825 +722	+18%	+$34.2K	0.04%	143
2022 Q1	$203K	Sell	4,103 -890	-18%	-$45.6K	0.03%	164
2021 Q4	$266K	Sell	4,993 -3,710	-43%	-$198K	0.04%	165
2021 Q3	$466K	Buy	+8,703	New	+$470K	0.08%	148

Other funds holding FIXD

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

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

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

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

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

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