Total Clarity Wealth Management’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Total Clarity Wealth 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	-2,126	Closed	-$99K	–	471
2022 Q2	$99K	Buy	+2,126	New	+$101K	0.05%	321
2022 Q1	–	Sell	-1,827	Closed	-$97K	–	441
2021 Q4	$97K	Hold	1,827	–	–	0.04%	317
2021 Q3	$98K	Buy	+1,827	New	+$98.6K	0.05%	306
2021 Q2	–	Sell	-800	Closed	-$42K	–	365
2021 Q1	$42K	Sell	800 -5,342	-87%	-$287K	0.02%	366
2020 Q4	$336K	Buy	6,142 +807	+15%	+$44.5K	0.23%	104
2020 Q3	$294K	Buy	+5,335	New	+$295K	0.26%	97

Other funds holding FIXD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ACM

Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return

SEIA

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RJFSA

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

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Total Clarity Wealth Management's FIXD Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q3 2022, closing a stake of 2,126 shares — an estimated $99K sold.

Total Clarity Wealth Management first reported a position in FIXD in Q3 2020 and held it in 6 quarters. The position peaked at $336K in Q4 2020. 285 funds tracked by Wall St. Rank hold FIXD as of Q3 2022.

Total Clarity Wealth Management reported no remaining First Trust Smith Opportunistic Fixed Income ETF position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 2,126 First Trust Smith Opportunistic Fixed Income ETF shares in Q3 2022, an estimated $99K.
Total Clarity Wealth Management first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q3 2020 and held it in 6 quarters.
Total Clarity Wealth Management's First Trust Smith Opportunistic Fixed Income ETF position peaked at $336K in Q4 2020.
285 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.