Visionary Wealth Advisors’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Visionary Wealth Advisors’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	-75,656	Closed	-$3.32M	–	599
2025 Q2	$3.32M	Sell	75,656 -20,002	-21%	-$868K	0.17%	139
2025 Q1	$4.19M	Sell	95,658 -91,707	-49%	-$3.98M	0.25%	106
2024 Q4	$8.05M	Sell	187,365 -72,392	-28%	-$3.17M	0.47%	60
2024 Q3	$11.8M	Sell	259,757 -53,050	-17%	-$2.37M	0.72%	29
2024 Q2	$13.5M	Sell	312,807 -28,383	-8%	-$1.22M	0.88%	21
2024 Q1	$14.9M	Buy	341,190 +9,996	+3%	+$438K	1%	19
2023 Q4	$14.8M	Buy	331,194 +107,974	+48%	+$4.6M	1.09%	17
2023 Q3	$9.39M	Sell	223,220 -30,505	-12%	-$1.32M	0.76%	25
2023 Q2	$11.2M	Buy	+253,725	New	+$11.4M	0.9%	23

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

AAP

Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return

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

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

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

Visionary Wealth Advisors's FIXD Position: Q3 2025 in Review

Visionary Wealth Advisors sold out of First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q3 2025, closing a stake of 75,656 shares — an estimated $3.32M sold.

Visionary Wealth Advisors first reported a position in FIXD in Q2 2023 and held it in 9 quarters. The position peaked at $14.9M in Q1 2024. 297 funds tracked by Wall St. Rank hold FIXD as of Q3 2025.

Visionary Wealth Advisors reported no remaining First Trust Smith Opportunistic Fixed Income ETF position as of Q3 2025 after selling out during the quarter.
Visionary Wealth Advisors sold 75,656 First Trust Smith Opportunistic Fixed Income ETF shares in Q3 2025, an estimated $3.32M.
Visionary Wealth Advisors first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q2 2023 and held it in 9 quarters.
Visionary Wealth Advisors's First Trust Smith Opportunistic Fixed Income ETF position peaked at $14.9M in Q1 2024.
297 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q3 2025.

Based on Visionary Wealth Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.