Biltmore Family Office’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Biltmore Family Office’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	$134K	Buy	+3,075	New	+$134K	0.02%	264

Other funds holding FIXD

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Biltmore Family Office's FIXD Position: Q2 2026 in Review

Biltmore Family Office opened a new position in First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q2 2026: 3,075 shares worth $134K. The stake represents 0.02% of the portfolio and ranks #264 among its holdings.

316 funds tracked by Wall St. Rank hold FIXD as of Q2 2026.

Biltmore Family Office held 3,075 shares of First Trust Smith Opportunistic Fixed Income ETF worth $134K as of Q2 2026.
First Trust Smith Opportunistic Fixed Income ETF was a new Biltmore Family Office position in Q2 2026.
First Trust Smith Opportunistic Fixed Income ETF made up 0.02% of Biltmore Family Office's portfolio in Q2 2026, its #264 holding.
316 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q2 2026.

Based on Biltmore Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.