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WR Wealth Planners’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

WR Wealth Planners’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
2024
Q4 		$301 Hold
7
– – ﹤0.01% 1047
2024
Q3 		$317 Buy
+7
New +$312 ﹤0.01% 1085

Other funds holding FIXD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return

WR Wealth Planners's FIXD Position: Q4 2024 in Review

WR Wealth Planners held its First Trust Smith Opportunistic Fixed Income ETF (FIXD) position steady in Q4 2024 at 7 shares worth $301. The position accounts for ﹤0.01% of the portfolio, ranked #1047.

WR Wealth Planners first reported a position in FIXD in Q3 2024 and has held it in 2 quarters since. The position peaked at $317 in Q3 2024. 360 funds tracked by Wall St. Rank hold FIXD as of Q4 2024.

  • WR Wealth Planners held 7 shares of First Trust Smith Opportunistic Fixed Income ETF worth $301 as of Q4 2024.
  • WR Wealth Planners left its First Trust Smith Opportunistic Fixed Income ETF share count unchanged in Q4 2024.
  • First Trust Smith Opportunistic Fixed Income ETF made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #1047 holding.
  • WR Wealth Planners first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q3 2024 and has held it in 2 quarters since.
  • WR Wealth Planners's First Trust Smith Opportunistic Fixed Income ETF position peaked at $317 in Q3 2024.
  • 360 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.