Kingswood Wealth Advisors’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Kingswood Wealth Advisors’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	-5,263	Closed	-$231K	–	759
2025 Q1	$231K	Sell	5,263 -4,275	-45%	-$185K	0.02%	635
2024 Q4	$410K	Buy	+9,538	New	+$418K	0.03%	505
2024 Q2	–	Sell	-4,943	Closed	-$216K	–	680
2024 Q1	$216K	Buy	+4,943	New	+$217K	0.02%	564

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

Kingswood Wealth Advisors's FIXD Position: Q2 2025 in Review

Kingswood Wealth Advisors sold out of First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q2 2025, closing a stake of 5,263 shares — an estimated $231K sold.

Kingswood Wealth Advisors first reported a position in FIXD in Q1 2024 and held it in 3 quarters. The position peaked at $410K in Q4 2024. 312 funds tracked by Wall St. Rank hold FIXD as of Q2 2025.

Kingswood Wealth Advisors reported no remaining First Trust Smith Opportunistic Fixed Income ETF position as of Q2 2025 after selling out during the quarter.
Kingswood Wealth Advisors sold 5,263 First Trust Smith Opportunistic Fixed Income ETF shares in Q2 2025, an estimated $231K.
Kingswood Wealth Advisors first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q1 2024 and held it in 3 quarters.
Kingswood Wealth Advisors's First Trust Smith Opportunistic Fixed Income ETF position peaked at $410K in Q4 2024.
312 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q2 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.