Wealthspire Advisors (New York)’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Wealthspire Advisors (New York)’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 Q4	–	Sell	-888	Closed	-$39.4K	–	1677
2025 Q3	$39.4K	Buy	+888	New	+$39.1K	﹤0.01%	1341
2024 Q4	–	Sell	-6,200	Closed	-$280K	–	810
2024 Q3	$280K	Sell	6,200 -63	-1%	-$2.81K	﹤0.01%	633
2024 Q2	$270K	Sell	6,263 -3,096	-33%	-$133K	﹤0.01%	562
2024 Q1	$408K	Sell	9,359 -2,361	-20%	-$103K	0.01%	462
2023 Q4	$523K	Sell	11,720 -755	-6%	-$32.2K	0.01%	412
2023 Q3	$525K	Buy	+12,475	New	+$541K	0.01%	381

Other funds holding FIXD

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

LPL Financial San Diego, California $445B AUM 25.58% 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 $424B AUM 22.96% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealthspire Advisors (New York)'s FIXD Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q4 2025, closing a stake of 888 shares — an estimated $39.4K sold.

Wealthspire Advisors (New York) first reported a position in FIXD in Q3 2023 and held it in 6 quarters. The position peaked at $525K in Q3 2023. 313 funds tracked by Wall St. Rank hold FIXD as of Q4 2025.

Wealthspire Advisors (New York) reported no remaining First Trust Smith Opportunistic Fixed Income ETF position as of Q4 2025 after selling out during the quarter.
Wealthspire Advisors (New York) sold 888 First Trust Smith Opportunistic Fixed Income ETF shares in Q4 2025, an estimated $39.4K.
Wealthspire Advisors (New York) first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q3 2023 and held it in 6 quarters.
Wealthspire Advisors (New York)'s First Trust Smith Opportunistic Fixed Income ETF position peaked at $525K in Q3 2023.
313 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.