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

PSI 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	-283	Closed	-$12.2K	–	807
2024 Q4	$12.2K	Hold	283	–	–	﹤0.01%	495
2024 Q3	$12.8K	Sell	283 -116	-29%	-$5.17K	﹤0.01%	498
2024 Q2	$17.2K	Buy	+399	New	+$17.1K	0.01%	431
2023 Q4	–	Sell	-20	Closed	-$841	–	886
2023 Q3	$841	Hold	20	–	–	﹤0.01%	750
2023 Q2	$883	Hold	20	–	–	﹤0.01%	737
2023 Q1	$901	Buy	+20	New	+$896	﹤0.01%	681
2022 Q4	–	Sell	-101	Closed	-$5K	–	791
2022 Q3	$5K	Hold	101	–	–	﹤0.01%	519
2022 Q2	$5K	Hold	101	–	–	﹤0.01%	562
2022 Q1	$5K	Hold	101	–	–	﹤0.01%	552
2021 Q4	$5K	Hold	101	–	–	﹤0.01%	591
2021 Q3	$5K	Buy	+101	New	+$5.45K	﹤0.01%	574
2021 Q1	–	Sell	-24,950	Closed	-$1.36M	–	138
2020 Q4	$1.36M	Buy	+24,950	New	+$1.37M	0.94%	22

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

PSI Advisors's FIXD Position: Q1 2025 in Review

PSI Advisors sold out of First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q1 2025, closing a stake of 283 shares — an estimated $12.2K sold.

PSI Advisors first reported a position in FIXD in Q4 2020 and held it in 12 quarters. The position peaked at $1.36M in Q4 2020. 336 funds tracked by Wall St. Rank hold FIXD as of Q1 2025.

PSI Advisors reported no remaining First Trust Smith Opportunistic Fixed Income ETF position as of Q1 2025 after selling out during the quarter.
PSI Advisors sold 283 First Trust Smith Opportunistic Fixed Income ETF shares in Q1 2025, an estimated $12.2K.
PSI Advisors first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q4 2020 and held it in 12 quarters.
PSI Advisors's First Trust Smith Opportunistic Fixed Income ETF position peaked at $1.36M in Q4 2020.
336 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q1 2025.

Based on PSI Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.