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REAP Financial Group’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

REAP Financial Group’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
-6
Closed -$255 – 599
2024
Q4 		$255 Sell
6
-30
-83% -$1.31K ﹤0.01% 558
2024
Q3 		$1.62K Sell
36
-133
-79% -$5.93K ﹤0.01% 531
2024
Q2 		$7.27K Sell
169
-109
-39% -$4.67K ﹤0.01% 381
2024
Q1 		$12.1K Buy
278
+109
+64% +$4.78K ﹤0.01% 352
2023
Q4 		$7.52K Buy
+169
New +$7.2K ﹤0.01% 435

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

REAP Financial Group's FIXD Position: Q1 2025 in Review

REAP Financial Group sold out of First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q1 2025, closing a stake of 6 shares — an estimated $255 sold.

REAP Financial Group first reported a position in FIXD in Q4 2023 and held it in 5 quarters. The position peaked at $12.1K in Q1 2024. 336 funds tracked by Wall St. Rank hold FIXD as of Q1 2025.

  • REAP Financial Group reported no remaining First Trust Smith Opportunistic Fixed Income ETF position as of Q1 2025 after selling out during the quarter.
  • REAP Financial Group sold 6 First Trust Smith Opportunistic Fixed Income ETF shares in Q1 2025, an estimated $255.
  • REAP Financial Group first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q4 2023 and held it in 5 quarters.
  • REAP Financial Group's First Trust Smith Opportunistic Fixed Income ETF position peaked at $12.1K in Q1 2024.
  • 336 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q1 2025.

Based on REAP Financial Group's 13F filing for Q1 2025, filed 14 May 2025.