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 $1.66T AUM 25.57% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management

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

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

Bogart Wealth LLC Mclean, Virginia $2.6B AUM 18.62% 1-Year Est. Return

Bank of America

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

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