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 Q3	$1.11M	Sell	26,966 -4,240	-14%	-$181K	0.15%	144
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

GDS Wealth Management Flower Mound, Texas $2.24B AUM 35.89% 1-Year Est. Return

Geneos Wealth Management Englewood, Colorado $5.32B AUM 16.49% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Arax Advisory Partners Denver, Colorado $17.7B AUM 20.22% 1-Year Est. Return

Maia Wealth's FIXD Position: Q3 2026 in Review

Maia Wealth reduced its First Trust Smith Opportunistic Fixed Income ETF (FIXD) stake by 14% in Q3 2026, selling an estimated $181K and leaving 26,966 shares worth $1.11M. The position accounts for 0.15% of the portfolio, ranked #144.

Maia Wealth first reported a position in FIXD in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.23M in Q4 2024. 242 funds tracked by Wall St. Rank hold FIXD as of Q3 2026.

Maia Wealth held 26,966 shares of First Trust Smith Opportunistic Fixed Income ETF worth $1.11M as of Q3 2026.
Maia Wealth sold 4,240 First Trust Smith Opportunistic Fixed Income ETF shares in Q3 2026, an estimated $181K.
First Trust Smith Opportunistic Fixed Income ETF made up 0.15% of Maia Wealth's portfolio in Q3 2026, its #144 holding.
Maia Wealth first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q4 2023 and has held it in 11 quarters since.
Maia Wealth's First Trust Smith Opportunistic Fixed Income ETF position peaked at $2.23M in Q4 2024.
242 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q3 2026.

Based on Maia Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.