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 $1.89T AUM 35.08% 1-Year Est. Return

ACM

Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJA

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

United Capital Financial Advisors's FIXD Position: Q2 2022 in Review

United Capital Financial Advisors sold out of First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q2 2022, closing a stake of 5,121 shares — an estimated $254K sold.

United Capital Financial Advisors first reported a position in FIXD in Q2 2020 and held it in 8 quarters. The position peaked at $961K in Q4 2020. 302 funds tracked by Wall St. Rank hold FIXD as of Q2 2022.

United Capital Financial Advisors reported no remaining First Trust Smith Opportunistic Fixed Income ETF position as of Q2 2022 after selling out during the quarter.
United Capital Financial Advisors sold 5,121 First Trust Smith Opportunistic Fixed Income ETF shares in Q2 2022, an estimated $254K.
United Capital Financial Advisors first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q2 2020 and held it in 8 quarters.
United Capital Financial Advisors's First Trust Smith Opportunistic Fixed Income ETF position peaked at $961K in Q4 2020.
302 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q2 2022.

Based on United Capital Financial Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.