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Trust Company of Vermont’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Trust Company of Vermont’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
-147
Closed -$7K – 983
2022
Q2 		$7K Buy
+147
New +$6.96K ﹤0.01% 743

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ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Wells Fargo
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
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Trust Company of Vermont's FIXD Position: Q3 2022 in Review

Trust Company of Vermont sold out of First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q3 2022, closing a stake of 147 shares — an estimated $7K sold.

Trust Company of Vermont first reported a position in FIXD in Q2 2022 and held it in 1 quarter. The position peaked at $7K in Q2 2022. 285 funds tracked by Wall St. Rank hold FIXD as of Q3 2022.

  • Trust Company of Vermont reported no remaining First Trust Smith Opportunistic Fixed Income ETF position as of Q3 2022 after selling out during the quarter.
  • Trust Company of Vermont sold 147 First Trust Smith Opportunistic Fixed Income ETF shares in Q3 2022, an estimated $7K.
  • Trust Company of Vermont first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q2 2022 and held it in 1 quarter.
  • Trust Company of Vermont's First Trust Smith Opportunistic Fixed Income ETF position peaked at $7K in Q2 2022.
  • 285 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q3 2022.

Based on Trust Company of Vermont's 13F filing for Q3 2022, filed 24 Oct 2022.