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Syverson Strege & Co’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Syverson Strege & Co’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
2021
Q1 		– Sell
-252
Closed -$14K – 267
2020
Q4 		$14K Buy
+252
New +$13.9K 0.01% 168

Other funds holding FIXD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Syverson Strege & Co's FIXD Position: Q1 2021 in Review

Syverson Strege & Co sold out of First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q1 2021, closing a stake of 252 shares — an estimated $14K sold.

Syverson Strege & Co first reported a position in FIXD in Q4 2020 and held it in 1 quarter. The position peaked at $14K in Q4 2020. 283 funds tracked by Wall St. Rank hold FIXD as of Q1 2021.

  • Syverson Strege & Co reported no remaining First Trust Smith Opportunistic Fixed Income ETF position as of Q1 2021 after selling out during the quarter.
  • Syverson Strege & Co sold 252 First Trust Smith Opportunistic Fixed Income ETF shares in Q1 2021, an estimated $14K.
  • Syverson Strege & Co first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q4 2020 and held it in 1 quarter.
  • Syverson Strege & Co's First Trust Smith Opportunistic Fixed Income ETF position peaked at $14K in Q4 2020.
  • 283 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q1 2021.

Based on Syverson Strege & Co's 13F filing for Q1 2021, filed 7 May 2021.