FFA
FIXD icon

Farther Finance Advisors’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Farther Finance 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
Q1 		$2.79M Sell
63,824
-42,666
-40% -$1.89M 0.03% 518
2025
Q4 		$4.72M Buy
106,490
+49,623
+87% +$2.21M 0.05% 321
2025
Q3 		$2.53M Sell
56,867
-4,647
-8% -$204K 0.04% 369
2025
Q2 		$2.7M Sell
61,514
-14,142
-19% -$614K 0.05% 292
2025
Q1 		$3.33M Buy
75,656
+441
+0.6% +$19.1K 0.08% 214
2024
Q4 		$3.23M Buy
75,215
+50,567
+205% +$2.21M 0.12% 149
2024
Q3 		$1.12M Buy
24,648
+17,164
+229% +$765K 0.04% 319
2024
Q2 		$321K Buy
7,484
+42
+0.6% +$1.8K 0.02% 647
2024
Q1 		$322K Buy
7,442
+3,934
+112% +$172K 0.02% 515
2023
Q4 		$156K Sell
3,508
-3,105
-47% -$132K 0.01% 639
2023
Q3 		$278K Sell
6,613
-766
-10% -$33.2K 0.04% 311
2023
Q2 		$326K Sell
7,379
-33
-0.4% -$1.48K 0.07% 226
2023
Q1 		$334K Buy
7,412
+171
+2% +$7.66K 0.1% 187
2022
Q4 		$318K Buy
+7,241
New +$316K 0.12% 165

Other funds holding FIXD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return