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

WealthShield’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
2017
Q4 		$283K Buy
+5,585
New +$284K 0.17% 101

Other funds holding FIXD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AW
ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SI
SII Investments Appleton, Wisconsin $965M AUM 15.44% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

WealthShield's FIXD Position: Q4 2017 in Review

WealthShield opened a new position in First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q4 2017: 5,585 shares worth $283K. The stake represents 0.17% of the portfolio and ranks #101 among its holdings.

47 funds tracked by Wall St. Rank hold FIXD as of Q4 2017.

  • WealthShield held 5,585 shares of First Trust Smith Opportunistic Fixed Income ETF worth $283K as of Q4 2017.
  • First Trust Smith Opportunistic Fixed Income ETF was a new WealthShield position in Q4 2017.
  • First Trust Smith Opportunistic Fixed Income ETF made up 0.17% of WealthShield's portfolio in Q4 2017, its #101 holding.
  • 47 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.