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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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $1.13B AUM 41.06% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BAM Wealth Management's FIXD Position: Q2 2026 in Review

BAM Wealth Management increased its First Trust Smith Opportunistic Fixed Income ETF (FIXD) stake by 40% in Q2 2026, buying an estimated $263K and bringing the position to 20,931 shares worth $913K. The position accounts for 0.57% of the portfolio, ranked #46.

BAM Wealth Management first reported a position in FIXD in Q4 2025 and has held it in 3 quarters since. 177 funds tracked by Wall St. Rank hold FIXD as of Q2 2026.

  • BAM Wealth Management held 20,931 shares of First Trust Smith Opportunistic Fixed Income ETF worth $913K as of Q2 2026.
  • BAM Wealth Management bought 6,027 First Trust Smith Opportunistic Fixed Income ETF shares in Q2 2026, an estimated $263K.
  • First Trust Smith Opportunistic Fixed Income ETF made up 0.57% of BAM Wealth Management's portfolio in Q2 2026, its #46 holding.
  • BAM Wealth Management first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 177 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q2 2026.

Based on BAM Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.