United Capital Financial Advisors’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

United Capital 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
2022 Q2	–	Sell	-5,121	Closed	-$254K	–	1143
2022 Q1	$254K	Sell	5,121 -1,334	-21%	-$68.4K	﹤0.01%	1043
2021 Q4	$344K	Sell	6,455 -2,932	-31%	-$156K	﹤0.01%	976
2021 Q3	$503K	Sell	9,387 -1,538	-14%	-$83K	﹤0.01%	856
2021 Q2	$586K	Sell	10,925 -440	-4%	-$23.5K	﹤0.01%	829
2021 Q1	$600K	Sell	11,365 -6,198	-35%	-$333K	﹤0.01%	804
2020 Q4	$961K	Buy	17,563 +2,513	+17%	+$138K	0.01%	687
2020 Q3	$828K	Buy	15,050 +455	+3%	+$25.2K	0.01%	706
2020 Q2	$800K	Buy	+14,595	New	+$789K	0.01%	726

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