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Financial Advocates Investment Management’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Financial Advocates Investment Management’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
Q3 		– Sell
-20,963
Closed -$920K – 241
2025
Q2 		$920K Sell
20,963
-113,697
-84% -$4.94M 0.07% 240
2025
Q1 		$5.9M Buy
134,660
+5,386
+4% +$233K 0.41% 50
2024
Q4 		$5.55M Sell
129,274
-3,920
-3% -$172K 0.32% 67
2024
Q3 		$6.03M Sell
133,194
-184
-0.1% -$8.2K 0.34% 65
2024
Q2 		$5.74M Sell
133,378
-6,417
-5% -$275K 0.36% 58
2024
Q1 		$6.1M Sell
139,795
-199,616
-59% -$8.75M 0.35% 70
2023
Q4 		$15.1M Buy
339,411
+29,472
+10% +$1.26M 0.99% 12
2023
Q3 		$13M Buy
309,939
+38,884
+14% +$1.69M 0.94% 16
2023
Q2 		$12M Buy
271,055
+75,643
+39% +$3.39M 0.85% 18
2023
Q1 		$8.81M Buy
195,412
+39,227
+25% +$1.76M 0.63% 29
2022
Q4 		$6.86M Sell
156,185
-55,132
-26% -$2.4M 0.51% 42
2022
Q3 		$8.61M Buy
211,317
+47,491
+29% +$2.19M 0.71% 25
2022
Q2 		$7.6M Sell
163,826
-49,827
-23% -$2.36M 0.62% 26
2022
Q1 		$10.6M Sell
213,653
-22,683
-10% -$1.16M 0.7% 24
2021
Q4 		$12.6M Sell
236,336
-40,001
-14% -$2.13M 0.79% 17
2021
Q3 		$14.8M Buy
276,337
+42,302
+18% +$2.28M 1% 14
2021
Q2 		$12.6M Sell
234,035
-27,062
-10% -$1.44M 0.84% 17
2021
Q1 		$13.8M Buy
261,097
+12,344
+5% +$664K 0.98% 13
2020
Q4 		$13.6M Buy
248,753
+31,904
+15% +$1.76M 0.93% 15
2020
Q3 		$11.9M Buy
216,849
+41,236
+23% +$2.28M 1.02% 19
2020
Q2 		$9.62M Buy
175,613
+37,608
+27% +$2.03M 0.91% 18
2020
Q1 		$7.27M Buy
138,005
+49,549
+56% +$2.6M 1.04% 17
2019
Q4 		$4.58M Buy
88,456
+3,550
+4% +$186K 0.49% 46
2019
Q3 		$4.47M Buy
84,906
+15,284
+22% +$800K 0.51% 47
2019
Q2 		$3.61M Buy
69,622
+41,409
+147% +$2.11M 0.42% 57
2019
Q1 		$1.43M Buy
28,213
+1,129
+4% +$56.2K 0.18% 137
2018
Q4 		$1.34M Buy
27,084
+2,406
+10% +$117K 0.18% 134
2018
Q3 		$1.21M Buy
24,678
+5,640
+30% +$278K 0.14% 164
2018
Q2 		$937K Buy
19,038
+14,974
+368% +$737K 0.11% 187
2018
Q1 		$202K Buy
+4,064
New +$202K 0.03% 461

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 $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Financial Advocates Investment Management's FIXD Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q3 2025, closing a stake of 20,963 shares — an estimated $920K sold.

Financial Advocates Investment Management first reported a position in FIXD in Q1 2018 and held it in 30 quarters. The position peaked at $15.1M in Q4 2023. 297 funds tracked by Wall St. Rank hold FIXD as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining First Trust Smith Opportunistic Fixed Income ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 20,963 First Trust Smith Opportunistic Fixed Income ETF shares in Q3 2025, an estimated $920K.
  • Financial Advocates Investment Management first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q1 2018 and held it in 30 quarters.
  • Financial Advocates Investment Management's First Trust Smith Opportunistic Fixed Income ETF position peaked at $15.1M in Q4 2023.
  • 297 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.