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Plante Moran Financial Advisors’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Plante Moran Financial 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
2025
Q1 		– Sell
-75
Closed -$3.22K – 851
2024
Q4 		$3.22K Hold
75
– – ﹤0.01% 740
2024
Q3 		$3.39K Buy
+75
New +$3.34K ﹤0.01% 720

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Plante Moran Financial Advisors's FIXD Position: Q1 2025 in Review

Plante Moran Financial Advisors sold out of First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q1 2025, closing a stake of 75 shares — an estimated $3.22K sold.

Plante Moran Financial Advisors first reported a position in FIXD in Q3 2024 and held it in 2 quarters. The position peaked at $3.39K in Q3 2024. 336 funds tracked by Wall St. Rank hold FIXD as of Q1 2025.

  • Plante Moran Financial Advisors reported no remaining First Trust Smith Opportunistic Fixed Income ETF position as of Q1 2025 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 75 First Trust Smith Opportunistic Fixed Income ETF shares in Q1 2025, an estimated $3.22K.
  • Plante Moran Financial Advisors first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q3 2024 and held it in 2 quarters.
  • Plante Moran Financial Advisors's First Trust Smith Opportunistic Fixed Income ETF position peaked at $3.39K in Q3 2024.
  • 336 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q1 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.