CBT
FIXD icon

Crews Bank & Trust’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Crews Bank & Trust’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
-3
Closed -$129 – 616
2024
Q4 		$129 Buy
+3
New +$131 ﹤0.01% 608

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Crews Bank & Trust's FIXD Position: Q1 2025 in Review

Crews Bank & Trust sold out of First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q1 2025, closing a stake of 3 shares — an estimated $129 sold.

Crews Bank & Trust first reported a position in FIXD in Q4 2024 and held it in 1 quarter. The position peaked at $129 in Q4 2024. 336 funds tracked by Wall St. Rank hold FIXD as of Q1 2025.

  • Crews Bank & Trust reported no remaining First Trust Smith Opportunistic Fixed Income ETF position as of Q1 2025 after selling out during the quarter.
  • Crews Bank & Trust sold 3 First Trust Smith Opportunistic Fixed Income ETF shares in Q1 2025, an estimated $129.
  • Crews Bank & Trust first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q4 2024 and held it in 1 quarter.
  • Crews Bank & Trust's First Trust Smith Opportunistic Fixed Income ETF position peaked at $129 in Q4 2024.
  • 336 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q1 2025.

Based on Crews Bank & Trust's 13F filing for Q1 2025, filed 22 Apr 2025.