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

WealthShield 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	-4,319	Closed	-$214K	–	307
2022 Q1	$214K	Sell	4,319 -2,086	-33%	-$107K	0.03%	308
2021 Q4	$341K	Sell	6,405 -571	-8%	-$30.5K	0.06%	221
2021 Q3	$374K	Sell	6,976 -1,054	-13%	-$56.9K	0.1%	171
2021 Q2	$431K	Buy	8,030 +529	+7%	+$28.2K	0.07%	171
2021 Q1	$396K	Sell	7,501 -282	-4%	-$15.2K	0.07%	176
2020 Q4	$426K	Buy	7,783 +1,790	+30%	+$98.6K	0.08%	193
2020 Q3	$330K	Buy	+5,993	New	+$331K	0.12%	181
2018 Q3	–	Sell	-4,318	Closed	-$212K	–	261
2018 Q2	$212K	Sell	4,318 -1,267	-23%	-$62.4K	0.13%	115
2018 Q1	$277K	Hold	5,585	–	–	0.18%	92
2017 Q4	$283K	Buy	+5,585	New	+$284K	0.17%	101

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 22.96% 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

WealthShield Partners's FIXD Position: Q2 2022 in Review

WealthShield Partners sold out of First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q2 2022, closing a stake of 4,319 shares — an estimated $214K sold.

WealthShield Partners first reported a position in FIXD in Q4 2017 and held it in 10 quarters. The position peaked at $431K in Q2 2021. 302 funds tracked by Wall St. Rank hold FIXD as of Q2 2022.

WealthShield Partners reported no remaining First Trust Smith Opportunistic Fixed Income ETF position as of Q2 2022 after selling out during the quarter.
WealthShield Partners sold 4,319 First Trust Smith Opportunistic Fixed Income ETF shares in Q2 2022, an estimated $214K.
WealthShield Partners first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q4 2017 and held it in 10 quarters.
WealthShield Partners's First Trust Smith Opportunistic Fixed Income ETF position peaked at $431K in Q2 2021.
302 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q2 2022.

Based on WealthShield Partners's 13F filing for Q2 2022, filed 11 Aug 2022.