SP
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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

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Stablepoint Partners's FIXD Position: Q1 2026 in Review

Stablepoint Partners sold out of First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q1 2026, closing a stake of 4,715 shares — an estimated $209K sold.

Stablepoint Partners first reported a position in FIXD in Q4 2023 and held it in 9 quarters. The position peaked at $397K in Q1 2024. 321 funds tracked by Wall St. Rank hold FIXD as of Q1 2026.

  • Stablepoint Partners reported no remaining First Trust Smith Opportunistic Fixed Income ETF position as of Q1 2026 after selling out during the quarter.
  • Stablepoint Partners sold 4,715 First Trust Smith Opportunistic Fixed Income ETF shares in Q1 2026, an estimated $209K.
  • Stablepoint Partners first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q4 2023 and held it in 9 quarters.
  • Stablepoint Partners's First Trust Smith Opportunistic Fixed Income ETF position peaked at $397K in Q1 2024.
  • 321 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q1 2026.

Based on Stablepoint Partners's 13F filing for Q1 2026, filed 30 Apr 2026.