Clarity Capital Partners’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Clarity Capital Partners’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	$847K	Sell	19,290 -20,729	-52%	-$900K	0.3%	36
2025 Q1	$1.75M	Sell	40,019 -16,675	-29%	-$723K	0.71%	29
2024 Q4	$2.44M	Sell	56,694 -8,104	-13%	-$355K	1.26%	20
2024 Q3	$2.93M	Buy	64,798 +4,570	+8%	+$204K	1.73%	16
2024 Q2	$2.59M	Sell	60,228 -1,349	-2%	-$57.8K	1.59%	18
2024 Q1	$2.68M	Buy	61,577 +7,936	+15%	+$348K	1.77%	15
2023 Q4	$2.39M	Buy	+53,641	New	+$2.28M	1.68%	18

Other funds holding FIXD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Clarity Capital Partners's FIXD Position: Q2 2025 in Review

Clarity Capital Partners reduced its First Trust Smith Opportunistic Fixed Income ETF (FIXD) stake by 52% in Q2 2025, selling an estimated $900K and leaving 19,290 shares worth $847K. The position accounts for 0.3% of the portfolio, ranked #36.

Clarity Capital Partners first reported a position in FIXD in Q4 2023 and has held it in 7 quarters since. The position peaked at $2.93M in Q3 2024. 313 funds tracked by Wall St. Rank hold FIXD as of Q2 2025.

Clarity Capital Partners held 19,290 shares of First Trust Smith Opportunistic Fixed Income ETF worth $847K as of Q2 2025.
Clarity Capital Partners sold 20,729 First Trust Smith Opportunistic Fixed Income ETF shares in Q2 2025, an estimated $900K.
First Trust Smith Opportunistic Fixed Income ETF made up 0.3% of Clarity Capital Partners's portfolio in Q2 2025, its #36 holding.
Clarity Capital Partners first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q4 2023 and has held it in 7 quarters since.
Clarity Capital Partners's First Trust Smith Opportunistic Fixed Income ETF position peaked at $2.93M in Q3 2024.
313 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q2 2025.

Based on Clarity Capital Partners's 13F filing for Q2 2025, filed 21 Jul 2025.