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B. Riley Wealth Advisors’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

B. Riley Wealth Advisors’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 		– Sell
-7,492
Closed -$338K – 1190
2024
Q3 		$338K Sell
7,492
-19,296
-72% -$860K 0.01% 901
2024
Q2 		$1.15M Sell
26,788
-64,365
-71% -$2.76M 0.03% 489
2024
Q1 		$3.83M Buy
91,153
+35,215
+63% +$1.54M 0.1% 197
2023
Q4 		$2.5M Sell
55,938
-35,215
-39% -$1.5M 0.07% 300
2023
Q3 		$3.83M Buy
91,153
+31,999
+54% +$1.39M 0.1% 197
2023
Q2 		$2.61M Buy
59,154
+15,203
+35% +$681K 0.06% 301
2023
Q1 		$1.98M Buy
43,951
+21,971
+100% +$985K 0.05% 347
2022
Q4 		$965K Buy
21,980
+4,661
+27% +$203K 0.03% 551
2022
Q3 		$755K Buy
17,319
+10,799
+166% +$499K 0.02% 601
2022
Q2 		$303K Buy
6,520
+19
+0.3% +$899 0.01% 876
2022
Q1 		$323K Sell
6,501
-4,035
-38% -$207K 0.01% 977
2021
Q4 		$561K Sell
10,536
-2,499
-19% -$133K 0.02% 749
2021
Q3 		$698K Buy
13,035
+3,099
+31% +$167K 0.02% 646
2021
Q2 		$533K Sell
9,936
-1,639
-14% -$87.4K 0.02% 740
2021
Q1 		$612K Buy
11,575
+615
+6% +$33.1K 0.02% 644
2020
Q4 		$600K Buy
10,960
+1,736
+19% +$95.6K 0.03% 474
2020
Q3 		$508K Sell
9,224
-5,012
-35% -$277K 0.03% 523
2020
Q2 		$780K Buy
14,236
+1,251
+10% +$67.6K 0.05% 328
2020
Q1 		$685K Buy
12,985
+3,838
+42% +$201K 0.06% 311
2019
Q4 		$474K Sell
9,147
-1,263
-12% -$66.2K 0.04% 451
2019
Q3 		$549K Buy
10,410
+965
+10% +$50.5K 0.05% 384
2019
Q2 		$490K Buy
9,445
+3,050
+48% +$155K 0.05% 383
2019
Q1 		$324K Buy
6,395
+120
+2% +$5.98K 0.04% 463
2018
Q4 		$310K Sell
6,275
-13
-0.2% -$634 0.04% 421
2018
Q3 		$309K Buy
6,288
+244
+4% +$12K 0.04% 489
2018
Q2 		$298K Buy
6,044
+274
+5% +$13.5K 0.04% 466
2018
Q1 		$287K Buy
5,770
+1,212
+27% +$60.4K 0.04% 469
2017
Q4 		$232K Buy
+4,558
New +$231K 0.03% 535

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return

B. Riley Wealth Advisors's FIXD Position: Q4 2024 in Review

B. Riley Wealth Advisors sold out of First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q4 2024, closing a stake of 7,492 shares — an estimated $338K sold.

B. Riley Wealth Advisors first reported a position in FIXD in Q4 2017 and held it in 28 quarters. The position peaked at $3.83M in Q1 2024. 360 funds tracked by Wall St. Rank hold FIXD as of Q4 2024.

  • B. Riley Wealth Advisors reported no remaining First Trust Smith Opportunistic Fixed Income ETF position as of Q4 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 7,492 First Trust Smith Opportunistic Fixed Income ETF shares in Q4 2024, an estimated $338K.
  • B. Riley Wealth Advisors first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q4 2017 and held it in 28 quarters.
  • B. Riley Wealth Advisors's First Trust Smith Opportunistic Fixed Income ETF position peaked at $3.83M in Q1 2024.
  • 360 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.