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

EP 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 Q2	$3.37M	Buy	+76,810	New	+$3.33M	0.02%	320

Other funds holding FIXD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

EP Wealth Advisors's FIXD Position: Q2 2025 in Review

EP Wealth Advisors opened a new position in First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q2 2025: 76,810 shares worth $3.37M. The stake represents 0.02% of the portfolio and ranks #320 among its holdings.

312 funds tracked by Wall St. Rank hold FIXD as of Q2 2025.

EP Wealth Advisors held 76,810 shares of First Trust Smith Opportunistic Fixed Income ETF worth $3.37M as of Q2 2025.
First Trust Smith Opportunistic Fixed Income ETF was a new EP Wealth Advisors position in Q2 2025.
First Trust Smith Opportunistic Fixed Income ETF made up 0.02% of EP Wealth Advisors's portfolio in Q2 2025, its #320 holding.
312 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.