True Link Financial Advisors’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

True Link Financial 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 Q4	–	Sell	-18,100	Closed	-$761K	–	70
2023 Q3	$761K	Buy	18,100 +1,777	+11%	+$77.1K	0.09%	62
2023 Q2	$721K	Hold	16,323	–	–	0.09%	65
2023 Q1	$736K	Hold	16,323	–	–	0.09%	68
2022 Q4	$717K	Hold	16,323	–	–	0.1%	64
2022 Q3	$711K	Hold	16,323	–	–	0.1%	70
2022 Q2	$757K	Sell	16,323 -30	-0.2%	-$1.42K	0.11%	72
2022 Q1	$811K	Sell	16,353 -21,000	-56%	-$1.08M	0.12%	72
2021 Q4	$1.99M	Buy	37,353 +1,353	+4%	+$72.2K	0.27%	45
2021 Q3	$1.93M	Buy	+36,000	New	+$1.94M	0.26%	42

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

True Link Financial Advisors's FIXD Position: Q4 2023 in Review

True Link Financial Advisors sold out of First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q4 2023, closing a stake of 18,100 shares — an estimated $761K sold.

True Link Financial Advisors first reported a position in FIXD in Q3 2021 and held it in 9 quarters. The position peaked at $1.99M in Q4 2021. 345 funds tracked by Wall St. Rank hold FIXD as of Q4 2023.

True Link Financial Advisors reported no remaining First Trust Smith Opportunistic Fixed Income ETF position as of Q4 2023 after selling out during the quarter.
True Link Financial Advisors sold 18,100 First Trust Smith Opportunistic Fixed Income ETF shares in Q4 2023, an estimated $761K.
True Link Financial Advisors first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q3 2021 and held it in 9 quarters.
True Link Financial Advisors's First Trust Smith Opportunistic Fixed Income ETF position peaked at $1.99M in Q4 2021.
345 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q4 2023.

Based on True Link Financial Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.