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Dominguez Wealth Management Solutions’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Dominguez Wealth Management Solutions’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 		$15M Buy
343,382
+16,304
+5% +$712K 8.25% 3
2026
Q1 		$14.3M Buy
327,078
+5,694
+2% +$252K 8.64% 4
2025
Q4 		$14.2M Buy
321,384
+1,219
+0.4% +$54.3K 8.71% 4
2025
Q3 		$14.2M Buy
320,165
+3,647
+1% +$160K 9% 4
2025
Q2 		$13.9M Buy
316,518
+5,459
+2% +$237K 9.64% 3
2025
Q1 		$13.6M Buy
311,059
+4,910
+2% +$213K 9.99% 3
2024
Q4 		$13.2M Buy
306,149
+151
+0% +$6.61K 9.6% 4
2024
Q3 		$13.8M Sell
305,998
-17,115
-5% -$763K 10.02% 3
2024
Q2 		$13.9M Buy
323,113
+9,285
+3% +$398K 10.47% 3
2024
Q1 		$13.7M Buy
313,828
+12,613
+4% +$553K 10.77% 2
2023
Q4 		$13.4M Sell
301,215
-93,292
-24% -$3.97M 11.14% 2
2023
Q3 		$16.6M Sell
394,507
-11,028
-3% -$478K 15.32% 1
2023
Q2 		$17.9M Buy
405,535
+14,565
+4% +$652K 15.66% 1
2023
Q1 		$17.6M Buy
390,970
+21,167
+6% +$949K 16.16% 1
2022
Q4 		$16.2M Buy
+369,803
New +$16.1M 16.14% 1

Other funds holding FIXD

PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
IWM
Iams Wealth Management Omaha, Nebraska $332M AUM 18.77% 1-Year Est. Return
CWP
Core Wealth Partners Santa Rosa, California $235M AUM 25.23% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

Dominguez Wealth Management Solutions's FIXD Position: Q2 2026 in Review

Dominguez Wealth Management Solutions increased its First Trust Smith Opportunistic Fixed Income ETF (FIXD) stake by 5% in Q2 2026, buying an estimated $712K and bringing the position to 343,382 shares worth $15M. The position accounts for 8.25% of the portfolio, ranked #3.

Dominguez Wealth Management Solutions first reported a position in FIXD in Q4 2022 and has held it in 15 quarters since. The position peaked at $17.9M in Q2 2023. 49 funds tracked by Wall St. Rank hold FIXD as of Q2 2026.

  • Dominguez Wealth Management Solutions held 343,382 shares of First Trust Smith Opportunistic Fixed Income ETF worth $15M as of Q2 2026.
  • Dominguez Wealth Management Solutions bought 16,304 First Trust Smith Opportunistic Fixed Income ETF shares in Q2 2026, an estimated $712K.
  • First Trust Smith Opportunistic Fixed Income ETF made up 8.25% of Dominguez Wealth Management Solutions's portfolio in Q2 2026, its #3 holding.
  • Dominguez Wealth Management Solutions first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q4 2022 and has held it in 15 quarters since.
  • Dominguez Wealth Management Solutions's First Trust Smith Opportunistic Fixed Income ETF position peaked at $17.9M in Q2 2023.
  • 49 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q2 2026.

Based on Dominguez Wealth Management Solutions's 13F filing for Q2 2026, filed 9 Jul 2026.