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

Maripau 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	-18,749	Closed	-$806K	–	140
2024 Q4	$806K	Buy	18,749 +308	+2%	+$13.5K	0.48%	44
2024 Q3	$834K	Sell	18,441 -768	-4%	-$34.2K	0.72%	33
2024 Q2	$827K	Sell	19,209 -11,988	-38%	-$514K	0.57%	42
2024 Q1	$1.36M	Buy	31,197 +9,928	+47%	+$435K	1.02%	26
2023 Q4	$949K	Buy	+21,269	New	+$906K	0.82%	29
2023 Q3	–	Sell	-6,647	Closed	-$294K	–	105
2023 Q2	$294K	Buy	6,647 +37	+0.6%	+$1.66K	0.26%	68
2023 Q1	$298K	Sell	6,610 -487	-7%	-$21.8K	0.31%	59
2022 Q4	$324K	Buy	7,097 +1,295	+22%	+$56.5K	0.34%	60
2022 Q3	$248K	Buy	+5,802	New	+$268K	0.27%	70

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

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

Maripau Wealth Management sold out of First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q1 2025, closing a stake of 18,749 shares — an estimated $806K sold.

Maripau Wealth Management first reported a position in FIXD in Q3 2022 and held it in 9 quarters. The position peaked at $1.36M in Q1 2024. 336 funds tracked by Wall St. Rank hold FIXD as of Q1 2025.

Maripau Wealth Management reported no remaining First Trust Smith Opportunistic Fixed Income ETF position as of Q1 2025 after selling out during the quarter.
Maripau Wealth Management sold 18,749 First Trust Smith Opportunistic Fixed Income ETF shares in Q1 2025, an estimated $806K.
Maripau Wealth Management first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q3 2022 and held it in 9 quarters.
Maripau Wealth Management's First Trust Smith Opportunistic Fixed Income ETF position peaked at $1.36M in Q1 2024.
336 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q1 2025.

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