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FLP Wealth Management’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

FLP Wealth 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
Q1 		– Sell
-646
Closed -$27.8K – 200
2024
Q4 		$27.8K Buy
+646
New +$28.3K 0.07% 148

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 $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FLP Wealth Management's FIXD Position: Q1 2025 in Review

FLP Wealth Management sold out of First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q1 2025, closing a stake of 646 shares — an estimated $27.8K sold.

FLP Wealth Management first reported a position in FIXD in Q4 2024 and held it in 1 quarter. The position peaked at $27.8K in Q4 2024. 336 funds tracked by Wall St. Rank hold FIXD as of Q1 2025.

  • FLP Wealth Management reported no remaining First Trust Smith Opportunistic Fixed Income ETF position as of Q1 2025 after selling out during the quarter.
  • FLP Wealth Management sold 646 First Trust Smith Opportunistic Fixed Income ETF shares in Q1 2025, an estimated $27.8K.
  • FLP Wealth Management first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q4 2024 and held it in 1 quarter.
  • FLP Wealth Management's First Trust Smith Opportunistic Fixed Income ETF position peaked at $27.8K in Q4 2024.
  • 336 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q1 2025.

Based on FLP Wealth Management's 13F filing for Q1 2025, filed 15 Jul 2025.