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FPC Investment Advisory’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

FPC Investment Advisory’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
-209
Closed -$9.01K – 99
2024
Q4 		$9.01K Buy
+209
New +$9.15K 0.01% 180

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

FPC Investment Advisory's FIXD Position: Q1 2025 in Review

FPC Investment Advisory sold out of First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q1 2025, closing a stake of 209 shares — an estimated $9.01K sold.

FPC Investment Advisory first reported a position in FIXD in Q4 2024 and held it in 1 quarter. The position peaked at $9.01K in Q4 2024. 336 funds tracked by Wall St. Rank hold FIXD as of Q1 2025.

  • FPC Investment Advisory reported no remaining First Trust Smith Opportunistic Fixed Income ETF position as of Q1 2025 after selling out during the quarter.
  • FPC Investment Advisory sold 209 First Trust Smith Opportunistic Fixed Income ETF shares in Q1 2025, an estimated $9.01K.
  • FPC Investment Advisory first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q4 2024 and held it in 1 quarter.
  • FPC Investment Advisory's First Trust Smith Opportunistic Fixed Income ETF position peaked at $9.01K in Q4 2024.
  • 336 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q1 2025.

Based on FPC Investment Advisory's 13F filing for Q1 2025, filed 6 May 2025.