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Capital A Wealth Management’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Capital A Wealth Management’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 		$15.6K Buy
+350
New +$15.2K 0.17% 160
2025
Q1 		– Sell
-15
Closed -$645 – 779
2024
Q4 		$645 Buy
+15
New +$657 ﹤0.01% 623

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Capital A Wealth Management's FIXD Position: Q2 2025 in Review

Capital A Wealth Management opened a new position in First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q2 2025: 350 shares worth $15.6K. The stake represents 0.17% of the portfolio and ranks #160 among its holdings. This is a return to the name: Capital A Wealth Management previously reported a position in FIXD as recently as Q4 2024.

Capital A Wealth Management first reported a position in FIXD in Q4 2024 and has held it in 2 quarters since. 312 funds tracked by Wall St. Rank hold FIXD as of Q2 2025.

  • Capital A Wealth Management held 350 shares of First Trust Smith Opportunistic Fixed Income ETF worth $15.6K as of Q2 2025.
  • First Trust Smith Opportunistic Fixed Income ETF was a new Capital A Wealth Management position in Q2 2025.
  • First Trust Smith Opportunistic Fixed Income ETF made up 0.17% of Capital A Wealth Management's portfolio in Q2 2025, its #160 holding.
  • Capital A Wealth Management first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q4 2024 and has held it in 2 quarters since.
  • 312 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.