Clarus Wealth Advisors’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Clarus 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
2025 Q1	–	Sell	-9,369	Closed	-$397K	–	101
2024 Q4	$397K	Sell	9,369 -174	-2%	-$7.62K	0.2%	84
2024 Q3	$424K	Sell	9,543 -110	-1%	-$4.9K	0.22%	82
2024 Q2	$419K	Sell	9,653 -584	-6%	-$25K	0.22%	81
2024 Q1	$435K	Buy	10,237 +130	+1%	+$5.7K	0.25%	82
2023 Q4	$444K	Buy	+10,107	New	+$430K	0.26%	77
2023 Q2	$418K	Sell	9,631 -208	-2%	-$9.31K	0.25%	80
2023 Q1	$447K	Buy	+9,839	New	+$441K	0.28%	76
2019 Q3	–	Sell	-300	Closed	-$16K	–	283
2019 Q2	$16K	Sell	300 -230	-43%	-$11.7K	0.01%	391
2019 Q1	$27K	Hold	530	–	–	0.02%	378
2018 Q4	$26K	Sell	530 -70	-12%	-$3.41K	0.04%	359
2018 Q3	$29K	Buy	+600	New	+$29.5K	0.02%	379

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

Clarus Wealth Advisors's FIXD Position: Q1 2025 in Review

Clarus Wealth Advisors sold out of First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q1 2025, closing a stake of 9,369 shares — an estimated $397K sold.

Clarus Wealth Advisors first reported a position in FIXD in Q3 2018 and held it in 11 quarters. The position peaked at $447K in Q1 2023. 336 funds tracked by Wall St. Rank hold FIXD as of Q1 2025.

Clarus Wealth Advisors reported no remaining First Trust Smith Opportunistic Fixed Income ETF position as of Q1 2025 after selling out during the quarter.
Clarus Wealth Advisors sold 9,369 First Trust Smith Opportunistic Fixed Income ETF shares in Q1 2025, an estimated $397K.
Clarus Wealth Advisors first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q3 2018 and held it in 11 quarters.
Clarus Wealth Advisors's First Trust Smith Opportunistic Fixed Income ETF position peaked at $447K in Q1 2023.
336 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q1 2025.

Based on Clarus Wealth Advisors's 13F filing for Q1 2025, filed 10 Apr 2025.