Cyndeo Wealth Partners
FIXD icon

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
Q3 		$619K Sell
14,988
-2,557
-15% -$109K 0.03% 339
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

Park National Corp
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
Great Lakes Retirement
Great Lakes Retirement Sandusky, Ohio $1.14B AUM 34.02% 1-Year Est. Return
TCP Asset Management
TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return
LexAurum Advisors
LexAurum Advisors Overland Park, Kansas $893M AUM
Triumph Capital Management
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
Axxcess Wealth Management
Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return
BAWM
Bennett Associates Wealth Management Butler, Pennsylvania $165M AUM 14% 1-Year Est. Return

Cyndeo Wealth Partners's FIXD Position: Q3 2026 in Review

Cyndeo Wealth Partners reduced its First Trust Smith Opportunistic Fixed Income ETF (FIXD) stake by 15% in Q3 2026, selling an estimated $109K and leaving 14,988 shares worth $619K. The position accounts for 0.03% of the portfolio, ranked #339.

Cyndeo Wealth Partners first reported a position in FIXD in Q4 2022 and has held it in 16 quarters since. The position peaked at $23.9M in Q2 2023. 89 funds tracked by Wall St. Rank hold FIXD as of Q3 2026.

  • Cyndeo Wealth Partners held 14,988 shares of First Trust Smith Opportunistic Fixed Income ETF worth $619K as of Q3 2026.
  • Cyndeo Wealth Partners sold 2,557 First Trust Smith Opportunistic Fixed Income ETF shares in Q3 2026, an estimated $109K.
  • First Trust Smith Opportunistic Fixed Income ETF made up 0.03% of Cyndeo Wealth Partners's portfolio in Q3 2026, its #339 holding.
  • Cyndeo Wealth Partners first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q4 2022 and has held it in 16 quarters since.
  • Cyndeo Wealth Partners's First Trust Smith Opportunistic Fixed Income ETF position peaked at $23.9M in Q2 2023.
  • 89 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q3 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.