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

Crux 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
Q4 		– Sell
-15,629
Closed -$694K – 182
2025
Q3 		$694K Sell
15,629
-1,517
-9% -$66.7K 0.28% 91
2025
Q2 		$753K Sell
17,146
-34,151
-67% -$1.48M 0.32% 84
2025
Q1 		$2.25M Sell
51,297
-37,129
-42% -$1.61M 1.17% 24
2024
Q4 		$3.8M Buy
+88,426
New +$3.87M 2.11% 8

Other funds holding FIXD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Crux Wealth Advisors's FIXD Position: Q4 2025 in Review

Crux Wealth Advisors sold out of First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q4 2025, closing a stake of 15,629 shares — an estimated $694K sold.

Crux Wealth Advisors first reported a position in FIXD in Q4 2024 and held it in 4 quarters. The position peaked at $3.8M in Q4 2024. 313 funds tracked by Wall St. Rank hold FIXD as of Q4 2025.

  • Crux Wealth Advisors reported no remaining First Trust Smith Opportunistic Fixed Income ETF position as of Q4 2025 after selling out during the quarter.
  • Crux Wealth Advisors sold 15,629 First Trust Smith Opportunistic Fixed Income ETF shares in Q4 2025, an estimated $694K.
  • Crux Wealth Advisors first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q4 2024 and held it in 4 quarters.
  • Crux Wealth Advisors's First Trust Smith Opportunistic Fixed Income ETF position peaked at $3.8M in Q4 2024.
  • 313 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q4 2025.

Based on Crux Wealth Advisors's 13F filing for Q4 2025, filed 21 Jan 2026.