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

Laidlaw 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 Q1	–	Sell	-46,695	Closed	-$2.01M	–	81
2024 Q4	$2.01M	Sell	46,695 -151	-0.3%	-$6.61K	0.87%	30
2024 Q3	$2.12M	Buy	46,846 +2,434	+5%	+$109K	1.05%	25
2024 Q2	$1.91M	Buy	44,412 +1,671	+4%	+$71.6K	1.05%	24
2024 Q1	$1.86M	Buy	42,741 +4,206	+11%	+$184K	1.04%	25
2023 Q4	$1.72M	Sell	38,535 -1,082	-3%	-$46.1K	0.62%	38
2023 Q3	$1.67M	Buy	+39,617	New	+$1.72M	0.55%	50

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Laidlaw Wealth Management's FIXD Position: Q1 2025 in Review

Laidlaw Wealth Management sold out of First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q1 2025, closing a stake of 46,695 shares — an estimated $2.01M sold.

Laidlaw Wealth Management first reported a position in FIXD in Q3 2023 and held it in 6 quarters. The position peaked at $2.12M in Q3 2024. 336 funds tracked by Wall St. Rank hold FIXD as of Q1 2025.

Laidlaw Wealth Management reported no remaining First Trust Smith Opportunistic Fixed Income ETF position as of Q1 2025 after selling out during the quarter.
Laidlaw Wealth Management sold 46,695 First Trust Smith Opportunistic Fixed Income ETF shares in Q1 2025, an estimated $2.01M.
Laidlaw Wealth Management first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q3 2023 and held it in 6 quarters.
Laidlaw Wealth Management's First Trust Smith Opportunistic Fixed Income ETF position peaked at $2.12M in Q3 2024.
336 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q1 2025.

Based on Laidlaw Wealth Management's 13F filing for Q1 2025, filed 16 May 2025.