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Altus Wealth Group’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Altus Wealth Group’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
Q3 		– Sell
-13,751
Closed -$600K – 149
2026
Q2 		$600K Sell
13,751
-2,968
-18% -$130K 0.22% 82
2026
Q1 		$729K Buy
16,719
+1,495
+10% +$66.2K 0.3% 65
2025
Q4 		$675K Sell
15,224
-365
-2% -$16.3K 0.27% 70
2025
Q3 		$692K Buy
15,589
+2,007
+15% +$88.3K 0.28% 67
2025
Q2 		$596K Sell
13,582
-232
-2% -$10.1K 0.26% 73
2025
Q1 		$606K Sell
13,814
-231
-2% -$10K 0.28% 69
2024
Q4 		$604K Buy
14,045
+7,159
+104% +$314K 0.27% 79
2024
Q3 		$312K Sell
6,886
-5
-0.1% -$223 0.13% 109
2024
Q2 		$297K Sell
6,891
-2,130
-24% -$91.3K 0.15% 107
2024
Q1 		$393K Sell
9,021
-19,408
-68% -$851K 0.2% 100
2023
Q4 		$1.27M Sell
28,429
-623
-2% -$26.5K 0.7% 37
2023
Q3 		$1.22M Sell
29,052
-211
-0.7% -$9.15K 0.78% 33
2023
Q2 		$1.29M Sell
29,263
-1,110
-4% -$49.7K 0.79% 30
2023
Q1 		$1.37M Buy
30,373
+12,329
+68% +$553K 0.92% 26
2022
Q4 		$792K Buy
18,044
+6,191
+52% +$270K 0.6% 42
2022
Q3 		$635K Hold
11,853
– – 0.63% 43
2022
Q2 		$635K Buy
11,853
+1,470
+14% +$69.6K 0.63% 43
2022
Q1 		$515K Sell
10,383
-1,064
-9% -$54.5K 0.42% 57
2021
Q4 		$609K Sell
11,447
-406
-3% -$21.7K 0.5% 49
2021
Q3 		$635K Sell
11,853
-1,529
-11% -$82.5K 0.63% 43
2021
Q2 		$718K Sell
13,382
-465
-3% -$24.8K 0.7% 34
2021
Q1 		$738K Buy
13,847
+2,316
+20% +$125K 0.73% 33
2020
Q4 		$631K Buy
+11,531
New +$635K 0.6% 31

Other funds holding FIXD

Park National Corp
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
TCP Asset Management
TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return
LexAurum Advisors
LexAurum Advisors Overland Park, Kansas $893M AUM
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
BAWM
Bennett Associates Wealth Management Butler, Pennsylvania $165M AUM 14% 1-Year Est. Return
CP
Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return
HBW Advisory Services
HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return

Altus Wealth Group's FIXD Position: Q3 2026 in Review

Altus Wealth Group sold out of First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q3 2026, closing a stake of 13,751 shares — an estimated $600K sold.

Altus Wealth Group first reported a position in FIXD in Q4 2020 and held it in 23 quarters. The position peaked at $1.37M in Q1 2023. 62 funds tracked by Wall St. Rank hold FIXD as of Q3 2026.

  • Altus Wealth Group reported no remaining First Trust Smith Opportunistic Fixed Income ETF position as of Q3 2026 after selling out during the quarter.
  • Altus Wealth Group sold 13,751 First Trust Smith Opportunistic Fixed Income ETF shares in Q3 2026, an estimated $600K.
  • Altus Wealth Group first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q4 2020 and held it in 23 quarters.
  • Altus Wealth Group's First Trust Smith Opportunistic Fixed Income ETF position peaked at $1.37M in Q1 2023.
  • 62 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q3 2026.

Based on Altus Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.