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

Medallion Wealth Advisors’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
Q1 		$256K Sell
5,883
-1,183
-17% -$52.4K 0.08% 216
2025
Q4 		$313K Buy
7,066
+38
+0.5% +$1.69K 0.11% 180
2025
Q3 		$312K Sell
7,028
-1,027
-13% -$45.2K 0.11% 176
2025
Q2 		$354K Sell
8,055
-2,580
-24% -$112K 0.14% 148
2025
Q1 		$467K Sell
10,635
-844
-7% -$36.6K 0.21% 109
2024
Q4 		$493K Buy
+11,479
New +$503K 0.24% 97

Other funds holding FIXD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Medallion Wealth Advisors's FIXD Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its First Trust Smith Opportunistic Fixed Income ETF (FIXD) stake by 17% in Q1 2026, selling an estimated $52.4K and leaving 5,883 shares worth $256K. The position accounts for 0.08% of the portfolio, ranked #216.

Medallion Wealth Advisors first reported a position in FIXD in Q4 2024 and has held it in 6 quarters since. The position peaked at $493K in Q4 2024. 320 funds tracked by Wall St. Rank hold FIXD as of Q1 2026.

  • Medallion Wealth Advisors held 5,883 shares of First Trust Smith Opportunistic Fixed Income ETF worth $256K as of Q1 2026.
  • Medallion Wealth Advisors sold 1,183 First Trust Smith Opportunistic Fixed Income ETF shares in Q1 2026, an estimated $52.4K.
  • First Trust Smith Opportunistic Fixed Income ETF made up 0.08% of Medallion Wealth Advisors's portfolio in Q1 2026, its #216 holding.
  • Medallion Wealth Advisors first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's First Trust Smith Opportunistic Fixed Income ETF position peaked at $493K in Q4 2024.
  • 320 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.