Tower Wealth Partners’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Tower Wealth Partners’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 Q2	–	Sell	-115,164	Closed	-$5.71M	–	47
2022 Q1	$5.71M	Buy	115,164 +1,545	+1%	+$79.2K	6.2%	6
2021 Q4	$6.05M	Sell	113,619 -19,754	-15%	-$1.05M	6.13%	6
2021 Q3	$7.14M	Buy	133,373 +12,222	+10%	+$660K	7.53%	6
2021 Q2	$6.5M	Buy	121,151 +2,346	+2%	+$125K	7.15%	6
2021 Q1	$6.28M	Buy	118,805 +11,017	+10%	+$593K	8.09%	5
2020 Q4	$5.9M	Buy	+107,788	New	+$5.94M	6.76%	6

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Bank of America

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

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