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Verus Capital Partners’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Verus Capital Partners’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
2020
Q1 		– Sell
-40
Closed -$2K – 1511
2019
Q4 		$2K Buy
+40
New +$2.1K ﹤0.01% 1413

Other funds holding FIXD

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Verus Capital Partners's FIXD Position: Q1 2020 in Review

Verus Capital Partners sold out of First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q1 2020, closing a stake of 40 shares — an estimated $2K sold.

Verus Capital Partners first reported a position in FIXD in Q4 2019 and held it in 1 quarter. The position peaked at $2K in Q4 2019. 138 funds tracked by Wall St. Rank hold FIXD as of Q1 2020.

  • Verus Capital Partners reported no remaining First Trust Smith Opportunistic Fixed Income ETF position as of Q1 2020 after selling out during the quarter.
  • Verus Capital Partners sold 40 First Trust Smith Opportunistic Fixed Income ETF shares in Q1 2020, an estimated $2K.
  • Verus Capital Partners first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q4 2019 and held it in 1 quarter.
  • Verus Capital Partners's First Trust Smith Opportunistic Fixed Income ETF position peaked at $2K in Q4 2019.
  • 138 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q1 2020.

Based on Verus Capital Partners's 13F filing for Q1 2020, filed 26 May 2020.