V Wealth Advisors’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

V Wealth 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 Q4	–	Sell	-6,088	Closed	-$265K	–	376
2022 Q3	$265K	Sell	6,088 -7,804	-56%	-$360K	0.05%	306
2022 Q2	$644K	Sell	13,892 -30,133	-68%	-$1.43M	0.12%	185
2022 Q1	$2.18M	Buy	44,025 +4,474	+11%	+$229K	0.35%	60
2021 Q4	$2.1M	Buy	39,551 +2,036	+5%	+$109K	0.31%	72
2021 Q3	$2.01M	Buy	37,515 +26,880	+253%	+$1.45M	0.31%	68
2021 Q2	$570K	Sell	10,635 -1,383	-12%	-$73.8K	0.09%	246
2021 Q1	$635K	Buy	12,018 +2,195	+22%	+$118K	0.12%	199
2020 Q4	$538K	Sell	9,823 -1,938	-16%	-$107K	0.11%	197
2020 Q3	$647K	Buy	+11,761	New	+$650K	0.45%	58

Other funds holding FIXD

SEIA

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

ACM

Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

V Wealth Advisors's FIXD Position: Q4 2022 in Review

V Wealth Advisors sold out of First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q4 2022, closing a stake of 6,088 shares — an estimated $265K sold.

V Wealth Advisors first reported a position in FIXD in Q3 2020 and held it in 9 quarters. The position peaked at $2.18M in Q1 2022. 296 funds tracked by Wall St. Rank hold FIXD as of Q4 2022.

V Wealth Advisors reported no remaining First Trust Smith Opportunistic Fixed Income ETF position as of Q4 2022 after selling out during the quarter.
V Wealth Advisors sold 6,088 First Trust Smith Opportunistic Fixed Income ETF shares in Q4 2022, an estimated $265K.
V Wealth Advisors first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q3 2020 and held it in 9 quarters.
V Wealth Advisors's First Trust Smith Opportunistic Fixed Income ETF position peaked at $2.18M in Q1 2022.
296 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q4 2022.

Based on V Wealth Advisors's 13F filing for Q4 2022, filed 20 Jan 2023.