Creative Financial Designs’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Creative Financial Designs’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	$926K	Buy	21,229 +3,010	+17%	+$131K	0.04%	291
2026 Q1	$794K	Sell	18,219 -10,475	-37%	-$464K	0.05%	260
2025 Q4	$1.27M	Sell	28,694 -1,572	-5%	-$70K	0.08%	203
2025 Q3	$1.34M	Sell	30,266 -7,631	-20%	-$336K	0.09%	192
2025 Q2	$1.66M	Sell	37,897 -1,102	-3%	-$47.8K	0.12%	154
2025 Q1	$1.71M	Sell	38,999 -1,006	-3%	-$43.6K	0.14%	127
2024 Q4	$1.72M	Buy	40,005 +896	+2%	+$39.2K	0.14%	129
2024 Q3	$1.77M	Buy	39,109 +400	+1%	+$17.8K	0.15%	126
2024 Q2	$1.67M	Sell	38,709 -1,843	-5%	-$79K	0.15%	126
2024 Q1	$1.77M	Buy	40,552 +7,923	+24%	+$347K	0.17%	114
2023 Q4	$1.46M	Buy	32,629 +724	+2%	+$30.8K	0.15%	126
2023 Q3	$1.34M	Sell	31,905 -2,639	-8%	-$114K	0.16%	119
2023 Q2	$1.53M	Sell	34,544 -1,048	-3%	-$46.9K	0.18%	107
2023 Q1	$1.6M	Buy	35,592 +20,746	+140%	+$930K	0.21%	99
2022 Q4	$652K	Buy	14,846 +8,872	+149%	+$387K	0.1%	165
2022 Q3	$260K	Sell	5,974 -229	-4%	-$10.6K	0.04%	265
2022 Q2	$288K	Buy	6,203 +106	+2%	+$5.01K	0.05%	249
2022 Q1	$302K	Buy	6,097 +357	+6%	+$18.3K	0.05%	243
2021 Q4	$305K	Buy	5,740 +2,289	+66%	+$122K	0.05%	245
2021 Q3	$185K	Buy	3,451 +943	+38%	+$50.9K	0.03%	314
2021 Q2	$135K	Buy	2,508 +1,034	+70%	+$55.1K	0.02%	388
2021 Q1	$78K	Buy	1,474 +712	+93%	+$38.3K	0.02%	462
2020 Q4	$42K	Buy	+762	New	+$42K	0.01%	549
2019 Q4	–	Sell	-96	Closed	-$5K	–	567
2019 Q3	$5K	Buy	+96	New	+$5.03K	﹤0.01%	468

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

Creative Financial Designs's FIXD Position: Q2 2026 in Review

Creative Financial Designs increased its First Trust Smith Opportunistic Fixed Income ETF (FIXD) stake by 17% in Q2 2026, buying an estimated $131K and bringing the position to 21,229 shares worth $926K. The position accounts for 0.04% of the portfolio, ranked #291.

Creative Financial Designs first reported a position in FIXD in Q3 2019 and has held it in 24 quarters since. The position peaked at $1.77M in Q3 2024. 317 funds tracked by Wall St. Rank hold FIXD as of Q2 2026.

Creative Financial Designs held 21,229 shares of First Trust Smith Opportunistic Fixed Income ETF worth $926K as of Q2 2026.
Creative Financial Designs bought 3,010 First Trust Smith Opportunistic Fixed Income ETF shares in Q2 2026, an estimated $131K.
First Trust Smith Opportunistic Fixed Income ETF made up 0.04% of Creative Financial Designs's portfolio in Q2 2026, its #291 holding.
Creative Financial Designs first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q3 2019 and has held it in 24 quarters since.
Creative Financial Designs's First Trust Smith Opportunistic Fixed Income ETF position peaked at $1.77M in Q3 2024.
317 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.