SWP
FIXD icon

ShoreHaven Wealth Partners’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

ShoreHaven Wealth Partners’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
-7,013
Closed -$312K – 106
2025
Q3 		$312K Buy
7,013
+1,462
+26% +$64.3K 0.12% 84
2025
Q2 		$244K Buy
5,551
+59
+1% +$2.56K 0.1% 85
2025
Q1 		$241K Sell
5,492
-1,417
-21% -$61.4K 0.12% 83
2024
Q4 		$297K Buy
6,909
+202
+3% +$8.85K 0.14% 75
2024
Q3 		$303K Buy
6,707
+37
+0.6% +$1.65K 0.15% 72
2024
Q2 		$287K Sell
6,670
-4,435
-40% -$190K 0.15% 70
2024
Q1 		$484K Buy
11,105
+119
+1% +$5.22K 0.27% 54
2023
Q4 		$490K Buy
10,986
+126
+1% +$5.37K 0.3% 54
2023
Q3 		$457K Buy
10,860
+367
+3% +$15.9K 0.31% 50
2023
Q2 		$463K Buy
10,493
+1,128
+12% +$50.5K 0.31% 45
2023
Q1 		$422K Buy
9,365
+318
+4% +$14.3K 0.3% 49
2022
Q4 		$397K Buy
9,047
+780
+9% +$34K 0.28% 56
2022
Q3 		$359K Sell
8,267
-201
-2% -$9.28K 0.27% 54
2022
Q2 		$392K Buy
8,468
+56
+0.7% +$2.65K 0.28% 54
2022
Q1 		$417K Buy
+8,412
New +$431K 0.22% 49

Other funds holding FIXD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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 22.96% 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

ShoreHaven Wealth Partners's FIXD Position: Q4 2025 in Review

ShoreHaven Wealth Partners sold out of First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q4 2025, closing a stake of 7,013 shares — an estimated $312K sold.

ShoreHaven Wealth Partners first reported a position in FIXD in Q1 2022 and held it in 15 quarters. The position peaked at $490K in Q4 2023. 313 funds tracked by Wall St. Rank hold FIXD as of Q4 2025.

  • ShoreHaven Wealth Partners reported no remaining First Trust Smith Opportunistic Fixed Income ETF position as of Q4 2025 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 7,013 First Trust Smith Opportunistic Fixed Income ETF shares in Q4 2025, an estimated $312K.
  • ShoreHaven Wealth Partners first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q1 2022 and held it in 15 quarters.
  • ShoreHaven Wealth Partners's First Trust Smith Opportunistic Fixed Income ETF position peaked at $490K in Q4 2023.
  • 313 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q4 2025.

Based on ShoreHaven Wealth Partners's 13F filing for Q4 2025, filed 10 Feb 2026.