Cyndeo Wealth Partners’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Cyndeo Wealth 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
2026 Q2	$765K	Hold	17,545	–	–	0.04%	291
2026 Q1	$765K	Sell	17,545 -3,974	-18%	-$176K	0.04%	266
2025 Q4	$954K	Buy	21,519 +107	+0.5%	+$4.76K	0.05%	242
2025 Q3	$951K	Sell	21,412 -3,410	-14%	-$150K	0.05%	241
2025 Q2	$1.09M	Sell	24,822 -980	-4%	-$42.5K	0.06%	218
2025 Q1	$1.13M	Sell	25,802 -5,595	-18%	-$243K	0.07%	201
2024 Q4	$1.35M	Sell	31,397 -414,955	-93%	-$18.2M	0.09%	188
2024 Q3	$20.2M	Sell	446,352 -84,225	-16%	-$3.76M	1.41%	8
2024 Q2	$22.8M	Buy	530,577 +7,791	+1%	+$334K	1.79%	7
2024 Q1	$22.8M	Buy	522,786 +10,572	+2%	+$463K	1.9%	5
2023 Q4	$22.8M	Sell	512,214 -27,834	-5%	-$1.19M	2.11%	5
2023 Q3	$22.7M	Sell	540,048 -1,985	-0.4%	-$86.1K	2.37%	3
2023 Q2	$23.9M	Buy	542,033 +13,279	+3%	+$595K	2.5%	3
2023 Q1	$23.8M	Buy	528,754 +166,401	+46%	+$7.46M	2.57%	3
2022 Q4	$15.9M	Buy	+362,353	New	+$15.8M	1.87%	7

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 22.96% 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

Cyndeo Wealth Partners's FIXD Position: Q2 2026 in Review

Cyndeo Wealth Partners held its First Trust Smith Opportunistic Fixed Income ETF (FIXD) position steady in Q2 2026 at 17,545 shares worth $765K. The position accounts for 0.04% of the portfolio, ranked #291.

Cyndeo Wealth Partners first reported a position in FIXD in Q4 2022 and has held it in 15 quarters since. The position peaked at $23.9M in Q2 2023. 317 funds tracked by Wall St. Rank hold FIXD as of Q2 2026.

Cyndeo Wealth Partners held 17,545 shares of First Trust Smith Opportunistic Fixed Income ETF worth $765K as of Q2 2026.
Cyndeo Wealth Partners left its First Trust Smith Opportunistic Fixed Income ETF share count unchanged in Q2 2026.
First Trust Smith Opportunistic Fixed Income ETF made up 0.04% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #291 holding.
Cyndeo Wealth Partners first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q4 2022 and has held it in 15 quarters since.
Cyndeo Wealth Partners's First Trust Smith Opportunistic Fixed Income ETF position peaked at $23.9M in Q2 2023.
317 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.