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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
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

PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
DWMS
Dominguez Wealth Management Solutions Williamsburg, Virginia $181M AUM 21.03% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
IWM
Iams Wealth Management Omaha, Nebraska $332M AUM 18.77% 1-Year Est. Return
CWP
Core Wealth Partners Santa Rosa, California $235M AUM 25.23% 1-Year Est. Return

Altus Wealth Group's FIXD Position: Q2 2026 in Review

Altus Wealth Group reduced its First Trust Smith Opportunistic Fixed Income ETF (FIXD) stake by 18% in Q2 2026, selling an estimated $130K and leaving 13,751 shares worth $600K. The position accounts for 0.22% of the portfolio, ranked #82.

Altus Wealth Group first reported a position in FIXD in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.37M in Q1 2023. 49 funds tracked by Wall St. Rank hold FIXD as of Q2 2026.

  • Altus Wealth Group held 13,751 shares of First Trust Smith Opportunistic Fixed Income ETF worth $600K as of Q2 2026.
  • Altus Wealth Group sold 2,968 First Trust Smith Opportunistic Fixed Income ETF shares in Q2 2026, an estimated $130K.
  • First Trust Smith Opportunistic Fixed Income ETF made up 0.22% of Altus Wealth Group's portfolio in Q2 2026, its #82 holding.
  • Altus Wealth Group first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q4 2020 and has held it in 23 quarters since.
  • Altus Wealth Group's First Trust Smith Opportunistic Fixed Income ETF position peaked at $1.37M in Q1 2023.
  • 49 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q2 2026.

Based on Altus Wealth Group's 13F filing for Q2 2026, filed 17 Jul 2026.