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

Kaydan 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 Q2	–	Sell	-10,768	Closed	-$472K	–	114
2025 Q1	$472K	Sell	10,768 -2,535	-19%	-$110K	0.15%	65
2024 Q4	$572K	Buy	13,303 +5,867	+79%	+$257K	0.19%	57
2024 Q3	$336K	Buy	7,436 +2,520	+51%	+$112K	0.1%	82
2024 Q2	$212K	Buy	+4,916	New	+$211K	0.08%	100

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

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

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

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Kaydan Wealth Management's FIXD Position: Q2 2025 in Review

Kaydan Wealth Management sold out of First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q2 2025, closing a stake of 10,768 shares — an estimated $472K sold.

Kaydan Wealth Management first reported a position in FIXD in Q2 2024 and held it in 4 quarters. The position peaked at $572K in Q4 2024. 312 funds tracked by Wall St. Rank hold FIXD as of Q2 2025.

Kaydan Wealth Management reported no remaining First Trust Smith Opportunistic Fixed Income ETF position as of Q2 2025 after selling out during the quarter.
Kaydan Wealth Management sold 10,768 First Trust Smith Opportunistic Fixed Income ETF shares in Q2 2025, an estimated $472K.
Kaydan Wealth Management first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q2 2024 and held it in 4 quarters.
Kaydan Wealth Management's First Trust Smith Opportunistic Fixed Income ETF position peaked at $572K in Q4 2024.
312 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q2 2025.

Based on Kaydan Wealth Management's 13F filing for Q2 2025, filed 11 Jul 2025.