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

Maridea 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
2026 Q2	–	Sell	-5,607	Closed	-$244K	–	565
2026 Q1	$244K	Sell	5,607 -4,127	-42%	-$183K	0.04%	388
2025 Q4	$431K	Sell	9,734 -12,059	-55%	-$537K	0.06%	272
2025 Q3	$980K	Hold	21,793	–	–	0.15%	143
2025 Q2	$956K	Buy	+21,793	New	+$946K	0.25%	82

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

Maridea Wealth Management's FIXD Position: Q2 2026 in Review

Maridea Wealth Management sold out of First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q2 2026, closing a stake of 5,607 shares — an estimated $244K sold.

Maridea Wealth Management first reported a position in FIXD in Q2 2025 and held it in 4 quarters. The position peaked at $980K in Q3 2025. 317 funds tracked by Wall St. Rank hold FIXD as of Q2 2026.

Maridea Wealth Management reported no remaining First Trust Smith Opportunistic Fixed Income ETF position as of Q2 2026 after selling out during the quarter.
Maridea Wealth Management sold 5,607 First Trust Smith Opportunistic Fixed Income ETF shares in Q2 2026, an estimated $244K.
Maridea Wealth Management first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q2 2025 and held it in 4 quarters.
Maridea Wealth Management's First Trust Smith Opportunistic Fixed Income ETF position peaked at $980K in Q3 2025.
317 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.