Tower Research Capital (TRC)’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Tower Research Capital (TRC)’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 Q1	–	Sell	-69	Closed	-$2.96K	–	5382
2024 Q4	$2.96K	Buy	+69	New	+$3.02K	﹤0.01%	4738
2023 Q4	–	Sell	-100	Closed	-$4.21K	–	5997
2023 Q3	$4.21K	Buy	+100	New	+$4.34K	﹤0.01%	4903
2022 Q3	–	Sell	-341	Closed	-$16K	–	6185
2022 Q2	$16K	Buy	+341	New	+$16.1K	﹤0.01%	4007
2018 Q2	–	Sell	-238	Closed	-$12K	–	3773
2018 Q1	$12K	Buy	+238	New	+$11.9K	﹤0.01%	2390

Other funds holding FIXD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Tower Research Capital (TRC)'s FIXD Position: Q1 2025 in Review

Tower Research Capital (TRC) sold out of First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q1 2025, closing a stake of 69 shares — an estimated $2.96K sold.

Tower Research Capital (TRC) first reported a position in FIXD in Q1 2018 and held it in 4 quarters. The position peaked at $16K in Q2 2022. 336 funds tracked by Wall St. Rank hold FIXD as of Q1 2025.

Tower Research Capital (TRC) reported no remaining First Trust Smith Opportunistic Fixed Income ETF position as of Q1 2025 after selling out during the quarter.
Tower Research Capital (TRC) sold 69 First Trust Smith Opportunistic Fixed Income ETF shares in Q1 2025, an estimated $2.96K.
Tower Research Capital (TRC) first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q1 2018 and held it in 4 quarters.
Tower Research Capital (TRC)'s First Trust Smith Opportunistic Fixed Income ETF position peaked at $16K in Q2 2022.
336 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q1 2025.

Based on Tower Research Capital (TRC)'s 13F filing for Q1 2025, filed 15 May 2025.