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

Condor 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
Q1 		$1.33M Buy
30,467
+8,386
+38% +$371K 0.11% 112
2025
Q4 		$979K Hold
22,081
– – 0.08% 125
2025
Q3 		$981K Hold
22,081
– – 0.08% 126
2025
Q2 		$969K Hold
22,081
– – 0.08% 127
2025
Q1 		$968K Sell
22,081
-376
-2% -$16.3K 0.09% 127
2024
Q4 		$965K Hold
22,457
– – 0.09% 134
2024
Q3 		$1.02M Hold
22,457
– – 0.09% 128
2024
Q2 		$967K Buy
22,457
+1,152
+5% +$49.4K 0.09% 126
2024
Q1 		$929K Buy
21,305
+216
+1% +$9.47K 0.09% 125
2023
Q4 		$941K Buy
+21,089
New +$898K 0.1% 130

Other funds holding FIXD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return