Cloud Capital Management’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Cloud Capital 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	$248K	Buy	+5,696	New	+$249K	0.09%	106

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

Cloud Capital Management's FIXD Position: Q2 2026 in Review

Cloud Capital Management opened a new position in First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q2 2026: 5,696 shares worth $248K. The stake represents 0.09% of the portfolio and ranks #106 among its holdings.

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

Cloud Capital Management held 5,696 shares of First Trust Smith Opportunistic Fixed Income ETF worth $248K as of Q2 2026.
First Trust Smith Opportunistic Fixed Income ETF was a new Cloud Capital Management position in Q2 2026.
First Trust Smith Opportunistic Fixed Income ETF made up 0.09% of Cloud Capital Management's portfolio in Q2 2026, its #106 holding.
316 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q2 2026.

Based on Cloud Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.