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Summit Wealth Group (Colorado)’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Summit Wealth Group (Colorado)’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
-9,737
Closed -$4.76M – 393
2025
Q3 		$4.76M Buy
+9,737
New +$428K 0.5% 33

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Summit Wealth Group (Colorado)'s FIXD Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q4 2025, closing a stake of 9,737 shares — an estimated $4.76M sold.

Summit Wealth Group (Colorado) first reported a position in FIXD in Q3 2025 and held it in 1 quarter. The position peaked at $4.76M in Q3 2025. 313 funds tracked by Wall St. Rank hold FIXD as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining First Trust Smith Opportunistic Fixed Income ETF position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 9,737 First Trust Smith Opportunistic Fixed Income ETF shares in Q4 2025, an estimated $4.76M.
  • Summit Wealth Group (Colorado) first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s First Trust Smith Opportunistic Fixed Income ETF position peaked at $4.76M in Q3 2025.
  • 313 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.