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

Ankerstar Wealth’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 		$174K Hold
4,000
– – 0.15% 75
2026
Q1 		$174K Sell
4,000
-1,177
-23% -$52.1K 0.18% 73
2025
Q4 		$229K Buy
+5,177
New +$231K 0.23% 56

Other funds holding FIXD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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 $103B AUM 28.65% 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

Ankerstar Wealth's FIXD Position: Q2 2026 in Review

Ankerstar Wealth held its First Trust Smith Opportunistic Fixed Income ETF (FIXD) position steady in Q2 2026 at 4,000 shares worth $174K. The position accounts for 0.15% of the portfolio, ranked #75.

Ankerstar Wealth first reported a position in FIXD in Q4 2025 and has held it in 3 quarters since. The position peaked at $229K in Q4 2025. 315 funds tracked by Wall St. Rank hold FIXD as of Q2 2026.

  • Ankerstar Wealth held 4,000 shares of First Trust Smith Opportunistic Fixed Income ETF worth $174K as of Q2 2026.
  • Ankerstar Wealth left its First Trust Smith Opportunistic Fixed Income ETF share count unchanged in Q2 2026.
  • First Trust Smith Opportunistic Fixed Income ETF made up 0.15% of Ankerstar Wealth's portfolio in Q2 2026, its #75 holding.
  • Ankerstar Wealth first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Ankerstar Wealth's First Trust Smith Opportunistic Fixed Income ETF position peaked at $229K in Q4 2025.
  • 315 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q2 2026.

Based on Ankerstar Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.