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 $1.66T 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