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Atria Wealth Solutions’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$765K Sell
17,423
-118,092
-87% -$5.13M 0.02% 745
2025
Q1 		$5.94M Sell
135,515
-43,863
-24% -$1.9M 0.07% 291
2024
Q4 		$7.71M Sell
179,378
-118,305
-40% -$5.18M 0.08% 246
2024
Q3 		$13.5M Buy
297,683
+26,919
+10% +$1.2M 0.15% 148
2024
Q2 		$11.7M Buy
270,764
+7,068
+3% +$303K 0.13% 166
2024
Q1 		$11.5M Sell
263,696
-30,039
-10% -$1.32M 0.13% 169
2023
Q4 		$13.1M Buy
293,735
+41,719
+17% +$1.78M 0.16% 135
2023
Q3 		$10.6M Buy
252,016
+29,229
+13% +$1.27M 0.15% 147
2023
Q2 		$9.84M Buy
222,787
+16,620
+8% +$744K 0.13% 157
2023
Q1 		$9.29M Sell
206,167
-7,124
-3% -$319K 0.14% 154
2022
Q4 		$9.37M Sell
213,291
-10,404
-5% -$454K 0.15% 146
2022
Q3 		$9.74M Buy
223,695
+53,935
+32% +$2.49M 0.17% 128
2022
Q2 		$7.87M Sell
169,760
-11,427
-6% -$541K 0.15% 148
2022
Q1 		$8.98M Buy
+181,187
New +$9.29M 0.15% 144

Other funds holding FIXD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Atria Wealth Solutions's FIXD Position: Q2 2025 in Review

Atria Wealth Solutions reduced its First Trust Smith Opportunistic Fixed Income ETF (FIXD) stake by 87% in Q2 2025, selling an estimated $5.13M and leaving 17,423 shares worth $765K. The position accounts for 0.02% of the portfolio, ranked #745.

Atria Wealth Solutions first reported a position in FIXD in Q1 2022 and has held it in 14 quarters since. The position peaked at $13.5M in Q3 2024. 313 funds tracked by Wall St. Rank hold FIXD as of Q2 2025.

  • Atria Wealth Solutions held 17,423 shares of First Trust Smith Opportunistic Fixed Income ETF worth $765K as of Q2 2025.
  • Atria Wealth Solutions sold 118,092 First Trust Smith Opportunistic Fixed Income ETF shares in Q2 2025, an estimated $5.13M.
  • First Trust Smith Opportunistic Fixed Income ETF made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #745 holding.
  • Atria Wealth Solutions first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's First Trust Smith Opportunistic Fixed Income ETF position peaked at $13.5M in Q3 2024.
  • 313 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.