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IFC & Insurance Marketing’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

IFC & Insurance Marketing’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 		– Sell
-3,223
Closed -$143K – 264
2025
Q4 		$143K Buy
+3,223
New +$144K 0.14% 77

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LPL Financial
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

IFC & Insurance Marketing's FIXD Position: Q1 2026 in Review

IFC & Insurance Marketing sold out of First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q1 2026, closing a stake of 3,223 shares — an estimated $143K sold.

IFC & Insurance Marketing first reported a position in FIXD in Q4 2025 and held it in 1 quarter. The position peaked at $143K in Q4 2025. 321 funds tracked by Wall St. Rank hold FIXD as of Q1 2026.

  • IFC & Insurance Marketing reported no remaining First Trust Smith Opportunistic Fixed Income ETF position as of Q1 2026 after selling out during the quarter.
  • IFC & Insurance Marketing sold 3,223 First Trust Smith Opportunistic Fixed Income ETF shares in Q1 2026, an estimated $143K.
  • IFC & Insurance Marketing first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q4 2025 and held it in 1 quarter.
  • IFC & Insurance Marketing's First Trust Smith Opportunistic Fixed Income ETF position peaked at $143K in Q4 2025.
  • 321 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q1 2026.

Based on IFC & Insurance Marketing's 13F filing for Q1 2026, filed 17 Apr 2026.