Wealthcare Advisory Partners’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Wealthcare Advisory 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
2022 Q2	–	Sell	-4,342	Closed	-$215K	–	583
2022 Q1	$215K	Sell	4,342 -411	-9%	-$21.1K	0.01%	503
2021 Q4	$253K	Sell	4,753 -1,678	-26%	-$89.5K	0.02%	481
2021 Q3	$344K	Buy	6,431 +356	+6%	+$19.2K	0.02%	381
2021 Q2	$326K	Sell	6,075 -72	-1%	-$3.84K	0.02%	402
2021 Q1	$325K	Sell	6,147 -1,603	-21%	-$86.2K	0.02%	370
2020 Q4	$424K	Sell	7,750 -69	-0.9%	-$3.8K	0.04%	258
2020 Q3	$430K	Buy	7,819 +3,505	+81%	+$194K	0.05%	220
2020 Q2	$236K	Buy	4,314 +1,700	+65%	+$91.9K	0.03%	273
2020 Q1	$138K	Buy	2,614 +1,755	+204%	+$92K	0.02%	324
2019 Q4	$45K	Buy	859 +15	+2%	+$786	0.01%	575
2019 Q3	$44K	Buy	844 +6	+0.7%	+$314	0.01%	560
2019 Q2	$43K	Buy	838 +6	+0.7%	+$305	0.01%	545
2019 Q1	$42K	Buy	832 +6	+0.7%	+$299	0.01%	503
2018 Q4	$41K	Buy	826 +6	+0.7%	+$293	0.01%	470
2018 Q3	$40K	Buy	820 +6	+0.7%	+$295	0.01%	518
2018 Q2	$40K	Buy	814 +5	+0.6%	+$246	0.01%	507
2018 Q1	$40K	Buy	809 +6	+0.7%	+$299	0.01%	440
2017 Q4	$41K	Buy	+803	New	+$40.8K	0.01%	405

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

Wealthcare Advisory Partners's FIXD Position: Q2 2022 in Review

Wealthcare Advisory Partners sold out of First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q2 2022, closing a stake of 4,342 shares — an estimated $215K sold.

Wealthcare Advisory Partners first reported a position in FIXD in Q4 2017 and held it in 18 quarters. The position peaked at $430K in Q3 2020. 302 funds tracked by Wall St. Rank hold FIXD as of Q2 2022.

Wealthcare Advisory Partners reported no remaining First Trust Smith Opportunistic Fixed Income ETF position as of Q2 2022 after selling out during the quarter.
Wealthcare Advisory Partners sold 4,342 First Trust Smith Opportunistic Fixed Income ETF shares in Q2 2022, an estimated $215K.
Wealthcare Advisory Partners first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q4 2017 and held it in 18 quarters.
Wealthcare Advisory Partners's First Trust Smith Opportunistic Fixed Income ETF position peaked at $430K in Q3 2020.
302 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q2 2022.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2022, filed 15 Aug 2022.