SWMG
FIXD icon

Signature Wealth Management Group’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Signature Wealth Management 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
Q3 		– Sell
-42,512
Closed -$1.87M – 116
2025
Q2 		$1.87M Sell
42,512
-629
-1% -$27.3K 0.74% 57
2025
Q1 		$1.89M Buy
43,141
+237
+0.6% +$10.3K 0.74% 55
2024
Q4 		$1.84M Buy
42,904
+5,451
+15% +$239K 0.74% 57
2024
Q3 		$1.69M Buy
37,453
+4,381
+13% +$195K 0.68% 56
2024
Q2 		$1.42M Buy
33,072
+1,607
+5% +$68.9K 0.62% 62
2024
Q1 		$1.33M Sell
31,465
-48
-0.2% -$2.1K 0.61% 59
2023
Q4 		$1.41M Buy
+31,513
New +$1.34M 0.65% 55
2023
Q2 		$1.2M Buy
27,085
+10,222
+61% +$458K 0.56% 64
2023
Q1 		$760K Buy
16,863
+6,842
+68% +$307K 0.36% 71
2022
Q4 		$440K Buy
+10,021
New +$437K 0.22% 77

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return