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Smithbridge Asset Management’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Smithbridge Asset 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
-9,885
Closed -$439K – 187
2025
Q3 		$439K Buy
+9,885
New +$435K 0.06% 124

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Raymond James Financial
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Envestnet Asset Management
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UBS Group
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HighTower Advisors
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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

Smithbridge Asset Management's FIXD Position: Q4 2025 in Review

Smithbridge Asset Management sold out of First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q4 2025, closing a stake of 9,885 shares — an estimated $439K sold.

Smithbridge Asset Management first reported a position in FIXD in Q3 2025 and held it in 1 quarter. The position peaked at $439K in Q3 2025. 313 funds tracked by Wall St. Rank hold FIXD as of Q4 2025.

  • Smithbridge Asset Management reported no remaining First Trust Smith Opportunistic Fixed Income ETF position as of Q4 2025 after selling out during the quarter.
  • Smithbridge Asset Management sold 9,885 First Trust Smith Opportunistic Fixed Income ETF shares in Q4 2025, an estimated $439K.
  • Smithbridge Asset Management first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q3 2025 and held it in 1 quarter.
  • Smithbridge Asset Management's First Trust Smith Opportunistic Fixed Income ETF position peaked at $439K in Q3 2025.
  • 313 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q4 2025.

Based on Smithbridge Asset Management's 13F filing for Q4 2025, filed 11 Feb 2026.