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Sound Income Strategies’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Sound Income Strategies’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
2026
Q1 		$499K Sell
11,441
-767
-6% -$34K 0.02% 247
2025
Q4 		$542K Buy
12,208
+12,207
+1,220,700% +$544K 0.03% 237
2025
Q3 		$25 Hold
1
– – ﹤0.01% 1663
2025
Q2 		$24 Hold
1
– – ﹤0.01% 1576
2025
Q1 		$24 Hold
1
– – ﹤0.01% 1522
2024
Q4 		$23 Hold
1
– – ﹤0.01% 1441
2024
Q3 		$24 Hold
1
– – ﹤0.01% 1381
2024
Q2 		$23 Sell
1
-86
-99% -$3.69K ﹤0.01% 1351
2024
Q1 		$3.77K Sell
87
-1,352
-94% -$59.3K ﹤0.01% 955
2023
Q4 		$64.2K Buy
1,439
+1,301
+943% +$55.4K 0.01% 360
2023
Q3 		$5.79K Sell
138
-1,178
-90% -$51.1K ﹤0.01% 719
2023
Q2 		$58.1K Buy
+1,316
New +$58.9K 0.01% 286

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 $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return