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

Solano Wealth Investment Advisors’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
-4,952
Closed -$217K – 36
2025
Q2 		$217K Sell
4,952
-2,164
-30% -$94K 0.11% 35
2025
Q1 		$312K Sell
7,116
-583
-8% -$25.3K 0.19% 28
2024
Q4 		$331K Buy
+7,699
New +$337K 0.2% 28

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
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Solano Wealth Investment Advisors's FIXD Position: Q3 2025 in Review

Solano Wealth Investment Advisors sold out of First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q3 2025, closing a stake of 4,952 shares — an estimated $217K sold.

Solano Wealth Investment Advisors first reported a position in FIXD in Q4 2024 and held it in 3 quarters. The position peaked at $331K in Q4 2024. 297 funds tracked by Wall St. Rank hold FIXD as of Q3 2025.

  • Solano Wealth Investment Advisors reported no remaining First Trust Smith Opportunistic Fixed Income ETF position as of Q3 2025 after selling out during the quarter.
  • Solano Wealth Investment Advisors sold 4,952 First Trust Smith Opportunistic Fixed Income ETF shares in Q3 2025, an estimated $217K.
  • Solano Wealth Investment Advisors first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q4 2024 and held it in 3 quarters.
  • Solano Wealth Investment Advisors's First Trust Smith Opportunistic Fixed Income ETF position peaked at $331K in Q4 2024.
  • 297 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q3 2025.

Based on Solano Wealth Investment Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.