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Richardson Capital Management’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Richardson Capital Management’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
-832
Closed -$37K – 255
2025
Q3 		$37K Buy
+832
New +$36.6K 0.02% 106

Other funds holding FIXD

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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Richardson Capital Management's FIXD Position: Q4 2025 in Review

Richardson Capital Management sold out of First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q4 2025, closing a stake of 832 shares — an estimated $37K sold.

Richardson Capital Management first reported a position in FIXD in Q3 2025 and held it in 1 quarter. The position peaked at $37K in Q3 2025. 313 funds tracked by Wall St. Rank hold FIXD as of Q4 2025.

  • Richardson Capital Management reported no remaining First Trust Smith Opportunistic Fixed Income ETF position as of Q4 2025 after selling out during the quarter.
  • Richardson Capital Management sold 832 First Trust Smith Opportunistic Fixed Income ETF shares in Q4 2025, an estimated $37K.
  • Richardson Capital Management first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q3 2025 and held it in 1 quarter.
  • Richardson Capital Management's First Trust Smith Opportunistic Fixed Income ETF position peaked at $37K in Q3 2025.
  • 313 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q4 2025.

Based on Richardson Capital Management's 13F filing for Q4 2025, filed 30 Jan 2026.