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

BAM Wealth Management’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	$544K	Sell	13,180 -7,751	-37%	-$332K	0.29%	86
2026 Q2	$913K	Buy	20,931 +6,027	+40%	+$263K	0.57%	46
2026 Q1	$650K	Buy	14,904 +3,296	+28%	+$146K	0.49%	61
2025 Q4	$514K	Buy	+11,608	New	+$517K	0.37%	70

Other funds holding FIXD

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

GDS Wealth Management Flower Mound, Texas $2.24B AUM 35.89% 1-Year Est. Return

Geneos Wealth Management Englewood, Colorado $5.32B AUM 16.49% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Arax Advisory Partners Denver, Colorado $17.7B AUM 20.22% 1-Year Est. Return

BAM Wealth Management's FIXD Position: Q3 2026 in Review

BAM Wealth Management reduced its First Trust Smith Opportunistic Fixed Income ETF (FIXD) stake by 37% in Q3 2026, selling an estimated $332K and leaving 13,180 shares worth $544K. The position accounts for 0.29% of the portfolio, ranked #86.

BAM Wealth Management first reported a position in FIXD in Q4 2025 and has held it in 4 quarters since. The position peaked at $913K in Q2 2026. 226 funds tracked by Wall St. Rank hold FIXD as of Q3 2026.

BAM Wealth Management held 13,180 shares of First Trust Smith Opportunistic Fixed Income ETF worth $544K as of Q3 2026.
BAM Wealth Management sold 7,751 First Trust Smith Opportunistic Fixed Income ETF shares in Q3 2026, an estimated $332K.
First Trust Smith Opportunistic Fixed Income ETF made up 0.29% of BAM Wealth Management's portfolio in Q3 2026, its #86 holding.
BAM Wealth Management first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q4 2025 and has held it in 4 quarters since.
BAM Wealth Management's First Trust Smith Opportunistic Fixed Income ETF position peaked at $913K in Q2 2026.
226 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q3 2026.

Based on BAM Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.