Ten Capital Wealth Advisors’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Ten Capital Wealth 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 Q2	$33.1M	Buy	750,109 +39,824	+6%	+$1.78M	9.61%	2
2023 Q1	$32M	Buy	+710,285	New	+$31.8M	10.41%	2

Other funds holding FIXD

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

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

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

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

RJFSA

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RJA

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

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

Ten Capital Wealth Advisors's FIXD Position: Q2 2023 in Review

Ten Capital Wealth Advisors increased its First Trust Smith Opportunistic Fixed Income ETF (FIXD) stake by 5.6% in Q2 2023, buying an estimated $1.78M and bringing the position to 750,109 shares worth $33.1M. The position accounts for 9.61% of the portfolio, ranked #2.

Ten Capital Wealth Advisors first reported a position in FIXD in Q1 2023 and has held it in 2 quarters since. 332 funds tracked by Wall St. Rank hold FIXD as of Q2 2023.

Ten Capital Wealth Advisors held 750,109 shares of First Trust Smith Opportunistic Fixed Income ETF worth $33.1M as of Q2 2023.
Ten Capital Wealth Advisors bought 39,824 First Trust Smith Opportunistic Fixed Income ETF shares in Q2 2023, an estimated $1.78M.
First Trust Smith Opportunistic Fixed Income ETF made up 9.61% of Ten Capital Wealth Advisors's portfolio in Q2 2023, its #2 holding.
Ten Capital Wealth Advisors first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q1 2023 and has held it in 2 quarters since.
332 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.