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

Signal Advisors Wealth’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 Q2	–	Sell	-4,722	Closed	-$207K	–	495
2025 Q1	$207K	Sell	4,722 -15,972	-77%	-$692K	0.02%	420
2024 Q4	$889K	Buy	20,694 +89	+0.4%	+$3.9K	0.1%	194
2024 Q3	$932K	Buy	20,605 +15,125	+276%	+$674K	0.13%	181
2024 Q2	$236K	Sell	5,480 -33,987	-86%	-$1.46M	0.52%	60
2024 Q1	$1.72M	Buy	39,467 +11,909	+43%	+$522K	0.43%	66
2023 Q4	$1.23M	Buy	+27,558	New	+$1.17M	0.43%	61

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Signal Advisors Wealth's FIXD Position: Q2 2025 in Review

Signal Advisors Wealth sold out of First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q2 2025, closing a stake of 4,722 shares — an estimated $207K sold.

Signal Advisors Wealth first reported a position in FIXD in Q4 2023 and held it in 6 quarters. The position peaked at $1.72M in Q1 2024. 312 funds tracked by Wall St. Rank hold FIXD as of Q2 2025.

Signal Advisors Wealth reported no remaining First Trust Smith Opportunistic Fixed Income ETF position as of Q2 2025 after selling out during the quarter.
Signal Advisors Wealth sold 4,722 First Trust Smith Opportunistic Fixed Income ETF shares in Q2 2025, an estimated $207K.
Signal Advisors Wealth first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q4 2023 and held it in 6 quarters.
Signal Advisors Wealth's First Trust Smith Opportunistic Fixed Income ETF position peaked at $1.72M in Q1 2024.
312 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q2 2025.

Based on Signal Advisors Wealth's 13F filing for Q2 2025, filed 10 Jul 2025.