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

LeClair 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
2026
Q2 		$17.9M Buy
+410,941
New +$17.9M 9.28% 1
2026
Q1 		– Sell
-398,454
Closed -$17.7M – 135
2025
Q4 		$17.7M Sell
398,454
-127,065
-24% -$5.66M 10.24% 1
2025
Q3 		$23.3M Buy
525,519
+11,711
+2% +$515K 14.54% 1
2025
Q2 		$22.6M Buy
513,808
+60,421
+13% +$2.62M 15.31% 1
2025
Q1 		$19.9M Buy
453,387
+28,614
+7% +$1.24M 14.32% 1
2024
Q4 		$18.3M Buy
+424,773
New +$18.6M 12.17% 1

Other funds holding FIXD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LeClair Wealth Partners's FIXD Position: Q2 2026 in Review

LeClair Wealth Partners opened a new position in First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q2 2026: 410,941 shares worth $17.9M. The stake represents 9.28% of the portfolio and ranks #1 among its holdings. This is a return to the name: LeClair Wealth Partners previously reported a position in FIXD as recently as Q4 2025.

LeClair Wealth Partners first reported a position in FIXD in Q4 2024 and has held it in 6 quarters since. The position peaked at $23.3M in Q3 2025. 317 funds tracked by Wall St. Rank hold FIXD as of Q2 2026.

  • LeClair Wealth Partners held 410,941 shares of First Trust Smith Opportunistic Fixed Income ETF worth $17.9M as of Q2 2026.
  • First Trust Smith Opportunistic Fixed Income ETF was a new LeClair Wealth Partners position in Q2 2026.
  • First Trust Smith Opportunistic Fixed Income ETF made up 9.28% of LeClair Wealth Partners's portfolio in Q2 2026, its #1 holding.
  • LeClair Wealth Partners first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q4 2024 and has held it in 6 quarters since.
  • LeClair Wealth Partners's First Trust Smith Opportunistic Fixed Income ETF position peaked at $23.3M in Q3 2025.
  • 317 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q2 2026.

Based on LeClair Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.