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

Crusonia 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
2026 Q2	$464K	Sell	10,633 -2,299	-18%	-$100K	0.08%	147
2026 Q1	$564K	Buy	12,932 +33	+0.3%	+$1.46K	0.12%	110
2025 Q4	$572K	Buy	+12,899	New	+$574K	0.13%	105

Other funds holding FIXD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Crusonia Wealth Advisors's FIXD Position: Q2 2026 in Review

Crusonia Wealth Advisors reduced its First Trust Smith Opportunistic Fixed Income ETF (FIXD) stake by 18% in Q2 2026, selling an estimated $100K and leaving 10,633 shares worth $464K. The position accounts for 0.08% of the portfolio, ranked #147.

Crusonia Wealth Advisors first reported a position in FIXD in Q4 2025 and has held it in 3 quarters since. The position peaked at $572K in Q4 2025. 317 funds tracked by Wall St. Rank hold FIXD as of Q2 2026.

Crusonia Wealth Advisors held 10,633 shares of First Trust Smith Opportunistic Fixed Income ETF worth $464K as of Q2 2026.
Crusonia Wealth Advisors sold 2,299 First Trust Smith Opportunistic Fixed Income ETF shares in Q2 2026, an estimated $100K.
First Trust Smith Opportunistic Fixed Income ETF made up 0.08% of Crusonia Wealth Advisors's portfolio in Q2 2026, its #147 holding.
Crusonia Wealth Advisors first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q4 2025 and has held it in 3 quarters since.
Crusonia Wealth Advisors's First Trust Smith Opportunistic Fixed Income ETF position peaked at $572K in Q4 2025.
317 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q2 2026.

Based on Crusonia Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.