WIP
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WealthCare Investment Partners’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

WealthCare Investment 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
2026
Q2 		– Sell
-65,641
Closed -$2.87M – 207
2026
Q1 		$2.87M Buy
65,641
+3,165
+5% +$140K 0.8% 38
2025
Q4 		$2.77M Buy
62,476
+6,267
+11% +$279K 0.81% 36
2025
Q3 		$2.5M Buy
56,209
+4,414
+9% +$194K 0.81% 32
2025
Q2 		$2.27M Buy
51,795
+3,962
+8% +$172K 0.82% 34
2025
Q1 		$2.06M Buy
47,833
+8,561
+22% +$371K 0.87% 36
2024
Q4 		$1.69M Buy
39,272
+1,106
+3% +$48.4K 0.74% 37
2024
Q3 		$1.69M Buy
38,166
+2,787
+8% +$124K 0.74% 37
2024
Q2 		$1.52M Buy
35,379
+992
+3% +$42.5K 0.71% 37
2024
Q1 		$1.5M Buy
34,387
+2,110
+7% +$92.5K 0.72% 38
2023
Q4 		$1.43M Buy
32,277
+355
+1% +$15.1K 0.78% 37
2023
Q3 		$1.33M Buy
31,922
+1,958
+7% +$84.9K 0.81% 34
2023
Q2 		$1.31M Sell
29,964
-2,103
-7% -$94.2K 0.79% 37
2023
Q1 		$1.44M Buy
32,067
+501
+2% +$22.5K 0.87% 33
2022
Q4 		$1.39M Buy
31,566
+3,754
+13% +$164K 0.94% 29
2022
Q3 		$1.21M Sell
27,812
-1,025
-4% -$47.3K 1% 27
2022
Q2 		$1.34M Sell
28,837
-9,427
-25% -$446K 1.14% 26
2022
Q1 		$1.85M Sell
38,264
-2,695
-7% -$138K 1.65% 13
2021
Q4 		$2.18M Buy
+40,959
New +$2.18M 2.11% 8

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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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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

WealthCare Investment Partners's FIXD Position: Q2 2026 in Review

WealthCare Investment Partners sold out of First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q2 2026, closing a stake of 65,641 shares — an estimated $2.87M sold.

WealthCare Investment Partners first reported a position in FIXD in Q4 2021 and held it in 18 quarters. The position peaked at $2.87M in Q1 2026. 317 funds tracked by Wall St. Rank hold FIXD as of Q2 2026.

  • WealthCare Investment Partners reported no remaining First Trust Smith Opportunistic Fixed Income ETF position as of Q2 2026 after selling out during the quarter.
  • WealthCare Investment Partners sold 65,641 First Trust Smith Opportunistic Fixed Income ETF shares in Q2 2026, an estimated $2.87M.
  • WealthCare Investment Partners first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q4 2021 and held it in 18 quarters.
  • WealthCare Investment Partners's First Trust Smith Opportunistic Fixed Income ETF position peaked at $2.87M in Q1 2026.
  • 317 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q2 2026.

Based on WealthCare Investment Partners's 13F filing for Q2 2026, filed 10 Aug 2026.