TIM
FIXD icon

Total Investment Management’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Total Investment Management’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
-520
Closed -$22.8K – 352
2025
Q2 		$22.8K Buy
+520
New +$22.6K ﹤0.01% 239

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 22.9% 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

Total Investment Management's FIXD Position: Q3 2025 in Review

Total Investment Management sold out of First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q3 2025, closing a stake of 520 shares — an estimated $22.8K sold.

Total Investment Management first reported a position in FIXD in Q2 2025 and held it in 1 quarter. The position peaked at $22.8K in Q2 2025. 297 funds tracked by Wall St. Rank hold FIXD as of Q3 2025.

  • Total Investment Management reported no remaining First Trust Smith Opportunistic Fixed Income ETF position as of Q3 2025 after selling out during the quarter.
  • Total Investment Management sold 520 First Trust Smith Opportunistic Fixed Income ETF shares in Q3 2025, an estimated $22.8K.
  • Total Investment Management first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q2 2025 and held it in 1 quarter.
  • Total Investment Management's First Trust Smith Opportunistic Fixed Income ETF position peaked at $22.8K in Q2 2025.
  • 297 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q3 2025.

Based on Total Investment Management's 13F filing for Q3 2025, filed 13 Nov 2025.