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

Traction Financial 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
2025
Q3 		– Sell
-4,745
Closed -$208K – 69
2025
Q2 		$208K Buy
+4,745
New +$206K 0.14% 80

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Raymond James Financial
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Envestnet Asset Management
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AAP
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Royal Bank of Canada
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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

Traction Financial Partners's FIXD Position: Q3 2025 in Review

Traction Financial Partners sold out of First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q3 2025, closing a stake of 4,745 shares — an estimated $208K sold.

Traction Financial Partners first reported a position in FIXD in Q2 2025 and held it in 1 quarter. The position peaked at $208K in Q2 2025. 297 funds tracked by Wall St. Rank hold FIXD as of Q3 2025.

  • Traction Financial Partners reported no remaining First Trust Smith Opportunistic Fixed Income ETF position as of Q3 2025 after selling out during the quarter.
  • Traction Financial Partners sold 4,745 First Trust Smith Opportunistic Fixed Income ETF shares in Q3 2025, an estimated $208K.
  • Traction Financial Partners first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q2 2025 and held it in 1 quarter.
  • Traction Financial Partners's First Trust Smith Opportunistic Fixed Income ETF position peaked at $208K in Q2 2025.
  • 297 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q3 2025.

Based on Traction Financial Partners's 13F filing for Q3 2025, filed 12 Nov 2025.