IAG Wealth Partners’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

IAG Wealth Partners’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
2024 Q4	–	Sell	-1,105	Closed	-$50K	–	516
2024 Q3	$50K	Sell	1,105 -327	-23%	-$14.6K	0.01%	185
2024 Q2	$61.6K	Buy	+1,432	New	+$61.4K	0.01%	163
2022 Q3	–	Sell	-4,469	Closed	-$207K	–	452
2022 Q2	$207K	Buy	+4,469	New	+$211K	0.07%	63

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

CAS

Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ACG

Allen Capital Group Grand Island, Nebraska $1.12B AUM 13.85% 1-Year Est. Return

IAG Wealth Partners's FIXD Position: Q4 2024 in Review

IAG Wealth Partners sold out of First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q4 2024, closing a stake of 1,105 shares — an estimated $50K sold.

IAG Wealth Partners first reported a position in FIXD in Q2 2022 and held it in 3 quarters. The position peaked at $207K in Q2 2022. 360 funds tracked by Wall St. Rank hold FIXD as of Q4 2024.

IAG Wealth Partners reported no remaining First Trust Smith Opportunistic Fixed Income ETF position as of Q4 2024 after selling out during the quarter.
IAG Wealth Partners sold 1,105 First Trust Smith Opportunistic Fixed Income ETF shares in Q4 2024, an estimated $50K.
IAG Wealth Partners first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q2 2022 and held it in 3 quarters.
IAG Wealth Partners's First Trust Smith Opportunistic Fixed Income ETF position peaked at $207K in Q2 2022.
360 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q4 2024.

Based on IAG Wealth Partners's 13F filing for Q4 2024, filed 10 Feb 2025.