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Winslow Evans & Crocker’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Winslow Evans & Crocker’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
2020
Q4 		$296K Buy
5,400
+2,110
+64% +$116K 0.06% 270
2020
Q3 		$181K Buy
+3,290
New +$182K 0.04% 280

Other funds holding FIXD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

Winslow Evans & Crocker's FIXD Position: Q4 2020 in Review

Winslow Evans & Crocker increased its First Trust Smith Opportunistic Fixed Income ETF (FIXD) stake by 64% in Q4 2020, buying an estimated $116K and bringing the position to 5,400 shares worth $296K. The position accounts for 0.06% of the portfolio, ranked #270.

Winslow Evans & Crocker first reported a position in FIXD in Q3 2020 and has held it in 2 quarters since. 260 funds tracked by Wall St. Rank hold FIXD as of Q4 2020.

  • Winslow Evans & Crocker held 5,400 shares of First Trust Smith Opportunistic Fixed Income ETF worth $296K as of Q4 2020.
  • Winslow Evans & Crocker bought 2,110 First Trust Smith Opportunistic Fixed Income ETF shares in Q4 2020, an estimated $116K.
  • First Trust Smith Opportunistic Fixed Income ETF made up 0.06% of Winslow Evans & Crocker's portfolio in Q4 2020, its #270 holding.
  • Winslow Evans & Crocker first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q3 2020 and has held it in 2 quarters since.
  • 260 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.