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Moneywise Inc’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Moneywise Inc’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
Q4 		– Sell
-4,578
Closed -$203K – 83
2025
Q3 		$203K Buy
+4,578
New +$201K 0.09% 72
2024
Q4 		– Sell
-5,378
Closed -$243K – 56
2024
Q3 		$243K Sell
5,378
-2,517
-32% -$112K 0.12% 55
2024
Q2 		$340K Sell
7,895
-1,041
-12% -$44.6K 0.18% 47
2024
Q1 		$390K Sell
8,936
-12,393
-58% -$543K 0.21% 46
2023
Q4 		$951K Buy
21,329
+4,436
+26% +$189K 0.55% 27
2023
Q3 		$710K Buy
16,893
+266
+2% +$11.5K 0.45% 27
2023
Q2 		$734K Sell
16,627
-900
-5% -$40.3K 0.46% 27
2023
Q1 		$790K Buy
17,527
+487
+3% +$21.8K 0.51% 27
2022
Q4 		$748K Sell
17,040
-1,719
-9% -$75K 0.56% 27
2022
Q3 		$817K Sell
18,759
-349
-2% -$16.1K 0.67% 23
2022
Q2 		$886K Buy
19,108
+396
+2% +$18.7K 0.69% 25
2022
Q1 		$928K Sell
18,712
-3,388
-15% -$174K 0.61% 24
2021
Q4 		$1.18M Sell
22,100
-1,296
-6% -$69.1K 0.76% 23
2021
Q3 		$1.25M Sell
23,396
-1,989
-8% -$107K 0.82% 22
2021
Q2 		$1.36M Sell
25,385
-1,383
-5% -$73.8K 0.93% 22
2021
Q1 		$1.41M Buy
26,768
+291
+1% +$15.7K 0.95% 21
2020
Q4 		$1.45M Sell
26,477
-243
-0.9% -$13.4K 1.04% 21
2020
Q3 		$1.47M Sell
26,720
-1,595
-6% -$88.2K 1.17% 21
2020
Q2 		$1.55M Sell
28,315
-3,475
-11% -$188K 1.24% 23
2020
Q1 		$1.68M Buy
31,790
+14,157
+80% +$742K 1.47% 19
2019
Q4 		$0 Buy
+17,633
New +$924K ﹤0.01% 40

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Moneywise Inc's FIXD Position: Q4 2025 in Review

Moneywise Inc sold out of First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q4 2025, closing a stake of 4,578 shares — an estimated $203K sold.

Moneywise Inc first reported a position in FIXD in Q4 2019 and held it in 21 quarters. The position peaked at $1.68M in Q1 2020. 313 funds tracked by Wall St. Rank hold FIXD as of Q4 2025.

  • Moneywise Inc reported no remaining First Trust Smith Opportunistic Fixed Income ETF position as of Q4 2025 after selling out during the quarter.
  • Moneywise Inc sold 4,578 First Trust Smith Opportunistic Fixed Income ETF shares in Q4 2025, an estimated $203K.
  • Moneywise Inc first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q4 2019 and held it in 21 quarters.
  • Moneywise Inc's First Trust Smith Opportunistic Fixed Income ETF position peaked at $1.68M in Q1 2020.
  • 313 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q4 2025.

Based on Moneywise Inc's 13F filing for Q4 2025, filed 5 Feb 2026.