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Wealthspire Advisors (Maryland)’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-117
Closed -$6K – 998
2019
Q1 		$6K Buy
+117
New +$5.83K ﹤0.01% 1738

Other funds holding FIXD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PI
PHH Investments Addison, Texas $378M AUM 19.74% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s FIXD Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q2 2019, closing a stake of 117 shares — an estimated $6K sold.

Wealthspire Advisors (Maryland) first reported a position in FIXD in Q1 2019 and held it in 1 quarter. The position peaked at $6K in Q1 2019. 81 funds tracked by Wall St. Rank hold FIXD as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining First Trust Smith Opportunistic Fixed Income ETF position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 117 First Trust Smith Opportunistic Fixed Income ETF shares in Q2 2019, an estimated $6K.
  • Wealthspire Advisors (Maryland) first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q1 2019 and held it in 1 quarter.
  • Wealthspire Advisors (Maryland)'s First Trust Smith Opportunistic Fixed Income ETF position peaked at $6K in Q1 2019.
  • 81 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.