Cooper Financial Group
FIXD icon

Cooper Financial Group’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Cooper Financial Group’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
Q3 		$289K Buy
7,013
+75
+1% +$3.21K 0.02% 356
2026
Q2 		$303K Sell
6,938
-425
-6% -$18.6K 0.03% 339
2026
Q1 		$321K Buy
7,363
+942
+15% +$41.7K 0.03% 315
2025
Q4 		$285K Buy
6,421
+67
+1% +$2.98K 0.03% 307
2025
Q3 		$282K Buy
6,354
+70
+1% +$3.08K 0.03% 308
2025
Q2 		$276K Sell
6,284
-34
-0.5% -$1.48K 0.03% 312
2025
Q1 		$277K Buy
6,318
+66
+1% +$2.86K 0.04% 318
2024
Q4 		$269K Buy
6,252
+162
+3% +$7.1K 0.03% 325
2024
Q3 		$275K Buy
+6,090
New +$272K 0.04% 319

Other funds holding FIXD

Park National Corp
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
TCP Asset Management
TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return
LexAurum Advisors
LexAurum Advisors Overland Park, Kansas $893M AUM
Triumph Capital Management
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
Axxcess Wealth Management
Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return
BAWM
Bennett Associates Wealth Management Butler, Pennsylvania $165M AUM 14% 1-Year Est. Return
Capital Planning
Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return

Cooper Financial Group's FIXD Position: Q3 2026 in Review

Cooper Financial Group increased its First Trust Smith Opportunistic Fixed Income ETF (FIXD) stake by 1.1% in Q3 2026, buying an estimated $3.21K and bringing the position to 7,013 shares worth $289K. The position accounts for 0.02% of the portfolio, ranked #356.

Cooper Financial Group first reported a position in FIXD in Q3 2024 and has held it in 9 quarters since. The position peaked at $321K in Q1 2026. 76 funds tracked by Wall St. Rank hold FIXD as of Q3 2026.

  • Cooper Financial Group held 7,013 shares of First Trust Smith Opportunistic Fixed Income ETF worth $289K as of Q3 2026.
  • Cooper Financial Group bought 75 First Trust Smith Opportunistic Fixed Income ETF shares in Q3 2026, an estimated $3.21K.
  • First Trust Smith Opportunistic Fixed Income ETF made up 0.02% of Cooper Financial Group's portfolio in Q3 2026, its #356 holding.
  • Cooper Financial Group first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q3 2024 and has held it in 9 quarters since.
  • Cooper Financial Group's First Trust Smith Opportunistic Fixed Income ETF position peaked at $321K in Q1 2026.
  • 76 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.