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Buck Wealth Strategies’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Buck Wealth Strategies’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 		$25.6K Buy
+586
New +$25.6K ﹤0.01% 437
2024
Q2 		– Sell
-5,413
Closed -$236K – 87
2024
Q1 		$236K Buy
+5,413
New +$237K 0.08% 75

Other funds holding FIXD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Buck Wealth Strategies's FIXD Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q2 2026: 586 shares worth $25.6K. The stake represents ﹤0.01% of the portfolio and ranks #437 among its holdings. This is a return to the name: Buck Wealth Strategies previously reported a position in FIXD as recently as Q1 2024.

Buck Wealth Strategies first reported a position in FIXD in Q1 2024 and has held it in 2 quarters since. The position peaked at $236K in Q1 2024. 317 funds tracked by Wall St. Rank hold FIXD as of Q2 2026.

  • Buck Wealth Strategies held 586 shares of First Trust Smith Opportunistic Fixed Income ETF worth $25.6K as of Q2 2026.
  • First Trust Smith Opportunistic Fixed Income ETF was a new Buck Wealth Strategies position in Q2 2026.
  • First Trust Smith Opportunistic Fixed Income ETF made up ﹤0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #437 holding.
  • Buck Wealth Strategies first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q1 2024 and has held it in 2 quarters since.
  • Buck Wealth Strategies's First Trust Smith Opportunistic Fixed Income ETF position peaked at $236K in Q1 2024.
  • 317 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.