CX Institutional’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

CX Institutional’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	$1K	Buy	+34	New	+$1.46K	﹤0.01%	1612

Other funds holding FIXD

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return

LexAurum Advisors Overland Park, Kansas $893M AUM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

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 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 Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return

CX Institutional's FIXD Position: Q3 2026 in Review

CX Institutional opened a new position in First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q3 2026: 34 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1612 among its holdings.

81 funds tracked by Wall St. Rank hold FIXD as of Q3 2026.

CX Institutional held 34 shares of First Trust Smith Opportunistic Fixed Income ETF worth $1K as of Q3 2026.
First Trust Smith Opportunistic Fixed Income ETF was a new CX Institutional position in Q3 2026.
First Trust Smith Opportunistic Fixed Income ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1612 holding.
81 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.