SP
FIXD icon

Stablepoint Partners’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Stablepoint Partners’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 		– Sell
-4,715
Closed -$209K – 265
2025
Q4 		$209K Hold
4,715
– – 0.03% 236
2025
Q3 		$209K Sell
4,715
-223
-5% -$9.81K 0.03% 240
2025
Q2 		$217K Sell
4,938
-28
-0.6% -$1.22K 0.04% 239
2025
Q1 		$218K Sell
4,966
-68
-1% -$2.95K 0.04% 232
2024
Q4 		$216K Sell
5,034
-390
-7% -$17.1K 0.04% 229
2024
Q3 		$245K Sell
5,424
-2,426
-31% -$108K 0.04% 222
2024
Q2 		$344K Sell
7,850
-1,249
-14% -$53.5K 0.07% 204
2024
Q1 		$397K Buy
9,099
+245
+3% +$10.7K 0.08% 191
2023
Q4 		$395K Buy
+8,854
New +$377K 0.1% 183

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LPL Financial
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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