Tyler-Stone Wealth Management’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Tyler-Stone 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
2024 Q3	–	Sell	-1,555	Closed	-$67K	–	520
2024 Q2	$67K	Buy	1,555 +17	+1%	+$729	0.03%	332
2024 Q1	$67.1K	Buy	1,538 +22	+1%	+$964	0.03%	330
2023 Q4	$67.6K	Buy	1,516 +12	+0.8%	+$511	0.03%	318
2023 Q3	$63K	Buy	1,504 +16	+1%	+$694	0.04%	308
2023 Q2	$66K	Buy	+1,488	New	+$66.6K	0.04%	308
2022 Q4	$95K	Buy	2,165 +639	+42%	+$27.9K	0.06%	239
2022 Q3	$66K	Buy	1,526 +13	+0.9%	+$600	0.05%	268
2022 Q2	$70K	Buy	1,513 +8	+0.5%	+$379	0.05%	277
2022 Q1	$75K	Buy	1,505 +5	+0.3%	+$256	0.04%	289
2021 Q4	$80K	Buy	+1,500	New	+$80K	0.04%	297

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return