SAI
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Savvy Advisors Inc’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Savvy Advisors 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
2026
Q1 		$488K Sell
11,196
-3,035
-21% -$134K 0.01% 683
2025
Q4 		$631K Buy
14,231
+1,019
+8% +$45.4K 0.02% 493
2025
Q3 		$587K Buy
13,212
+1,145
+9% +$50.4K 0.03% 391
2025
Q2 		$530K Sell
12,067
-1,225
-9% -$53.2K 0.04% 338
2025
Q1 		$583K Sell
13,292
-692
-5% -$30K 0.06% 263
2024
Q4 		$601K Sell
13,984
-1,557
-10% -$68.2K 0.07% 219
2024
Q3 		$703K Buy
15,541
+1,684
+12% +$75.1K 0.14% 145
2024
Q2 		$597K Buy
13,857
+2,669
+24% +$114K 0.19% 119
2024
Q1 		$488K Sell
11,188
-306
-3% -$13.4K 0.28% 94
2023
Q4 		$513K Buy
+11,494
New +$490K 0.5% 55

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Raymond James Financial
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Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $528B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return