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

Maia Wealth’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	$1.36M	Sell	31,206 -1,265	-4%	-$55.2K	0.2%	132
2026 Q1	$1.42M	Sell	32,471 -3,296	-9%	-$146K	0.24%	118
2025 Q4	$1.6M	Sell	35,767 -4,056	-10%	-$181K	0.27%	105
2025 Q3	$1.77M	Sell	39,823 -3,225	-7%	-$142K	0.3%	93
2025 Q2	$1.89M	Sell	43,048 -3,693	-8%	-$160K	0.36%	76
2025 Q1	$2.02M	Sell	46,741 -5,086	-10%	-$220K	0.46%	59
2024 Q4	$2.23M	Buy	51,827 +1,212	+2%	+$53.1K	0.48%	47
2024 Q3	$2.22M	Buy	50,615 +1,584	+3%	+$70.6K	0.55%	44
2024 Q2	$2.14M	Buy	+49,031	New	+$2.1M	0.65%	41
2023 Q4	$2.04M	Buy	+45,639	New	+$1.94M	0.82%	29

Other funds holding FIXD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Maia Wealth's FIXD Position: Q2 2026 in Review

Maia Wealth reduced its First Trust Smith Opportunistic Fixed Income ETF (FIXD) stake by 3.9% in Q2 2026, selling an estimated $55.2K and leaving 31,206 shares worth $1.36M. The position accounts for 0.2% of the portfolio, ranked #132.

Maia Wealth first reported a position in FIXD in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.23M in Q4 2024. 317 funds tracked by Wall St. Rank hold FIXD as of Q2 2026.

Maia Wealth held 31,206 shares of First Trust Smith Opportunistic Fixed Income ETF worth $1.36M as of Q2 2026.
Maia Wealth sold 1,265 First Trust Smith Opportunistic Fixed Income ETF shares in Q2 2026, an estimated $55.2K.
First Trust Smith Opportunistic Fixed Income ETF made up 0.2% of Maia Wealth's portfolio in Q2 2026, its #132 holding.
Maia Wealth first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q4 2023 and has held it in 10 quarters since.
Maia Wealth's First Trust Smith Opportunistic Fixed Income ETF position peaked at $2.23M in Q4 2024.
317 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.