BEI
FIXT

Benjamin Edwards Inc’s TCW Core Plus Bond ETF FIXT Stock Holding History

Benjamin Edwards Inc’s Portfolio FIXT Stock Details FIXT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$36.5M Buy
962,892
+15,191
+2% +$582K 0.36% 82
2025
Q4 		$36.2M Sell
947,701
-26,246
-3% -$1.01M 0.4% 68
2025
Q3 		$37.7M Buy
973,947
+2,736
+0.3% +$105K 0.43% 64
2025
Q2 		$37.1M Buy
+971,211
New +$36.9M 0.47% 65

Other funds holding FIXT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Benjamin Edwards Inc's FIXT Position: Q1 2026 in Review

Benjamin Edwards Inc increased its TCW Core Plus Bond ETF (FIXT) stake by 1.6% in Q1 2026, buying an estimated $582K and bringing the position to 962,892 shares worth $36.5M. The position accounts for 0.36% of the portfolio, ranked #82.

Benjamin Edwards Inc first reported a position in FIXT in Q2 2025 and has held it in 4 quarters since. The position peaked at $37.7M in Q3 2025. 27 funds tracked by Wall St. Rank hold FIXT as of Q1 2026.

  • Benjamin Edwards Inc held 962,892 shares of TCW Core Plus Bond ETF worth $36.5M as of Q1 2026.
  • Benjamin Edwards Inc bought 15,191 TCW Core Plus Bond ETF shares in Q1 2026, an estimated $582K.
  • TCW Core Plus Bond ETF made up 0.36% of Benjamin Edwards Inc's portfolio in Q1 2026, its #82 holding.
  • Benjamin Edwards Inc first reported a position in TCW Core Plus Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Benjamin Edwards Inc's TCW Core Plus Bond ETF position peaked at $37.7M in Q3 2025.
  • 27 funds tracked by Wall St. Rank held TCW Core Plus Bond ETF as of Q1 2026.

Based on Benjamin Edwards Inc's 13F filing for Q1 2026, filed 12 May 2026.