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Ashton Thomas Private Wealth’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Ashton Thomas Private 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
Q1 		$4.45M Buy
101,987
+10,499
+11% +$465K 0.11% 212
2025
Q4 		$4.05M Buy
91,488
+5,790
+7% +$258K 0.1% 203
2025
Q3 		$3.81M Sell
85,698
-5,125
-6% -$225K 0.1% 218
2025
Q2 		$3.99M Sell
90,823
-2,523
-3% -$110K 0.14% 166
2025
Q1 		$4.09M Buy
93,346
+5,534
+6% +$240K 0.16% 152
2024
Q4 		$3.77M Buy
87,812
+15,731
+22% +$689K 0.15% 170
2024
Q3 		$3.26M Buy
72,081
+33,972
+89% +$1.51M 0.17% 150
2024
Q2 		$1.64M Buy
38,109
+19,952
+110% +$855K 0.09% 230
2024
Q1 		$792K Buy
18,157
+13,628
+301% +$597K 0.05% 342
2023
Q4 		$202K Sell
4,529
-449
-9% -$19.1K 0.01% 557
2023
Q3 		$209K Buy
+4,978
New +$216K 0.02% 531

Other funds holding FIXD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Ashton Thomas Private Wealth's FIXD Position: Q1 2026 in Review

Ashton Thomas Private Wealth increased its First Trust Smith Opportunistic Fixed Income ETF (FIXD) stake by 11% in Q1 2026, buying an estimated $465K and bringing the position to 101,987 shares worth $4.45M. The position accounts for 0.11% of the portfolio, ranked #212.

Ashton Thomas Private Wealth first reported a position in FIXD in Q3 2023 and has held it in 11 quarters since. 320 funds tracked by Wall St. Rank hold FIXD as of Q1 2026.

  • Ashton Thomas Private Wealth held 101,987 shares of First Trust Smith Opportunistic Fixed Income ETF worth $4.45M as of Q1 2026.
  • Ashton Thomas Private Wealth bought 10,499 First Trust Smith Opportunistic Fixed Income ETF shares in Q1 2026, an estimated $465K.
  • First Trust Smith Opportunistic Fixed Income ETF made up 0.11% of Ashton Thomas Private Wealth's portfolio in Q1 2026, its #212 holding.
  • Ashton Thomas Private Wealth first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q3 2023 and has held it in 11 quarters since.
  • 320 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q1 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2026, filed 11 May 2026.