Dominguez Wealth Management Solutions
FIXD icon

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
Q3 		– Sell
-343,382
Closed -$15M – 77
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

Park National Corp
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
Great Lakes Retirement
Great Lakes Retirement Sandusky, Ohio $1.14B AUM 34.02% 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

Dominguez Wealth Management Solutions's FIXD Position: Q3 2026 in Review

Dominguez Wealth Management Solutions sold out of First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q3 2026, closing a stake of 343,382 shares — an estimated $15M sold.

Dominguez Wealth Management Solutions first reported a position in FIXD in Q4 2022 and held it in 15 quarters. The position peaked at $17.9M in Q2 2023. 92 funds tracked by Wall St. Rank hold FIXD as of Q3 2026.

  • Dominguez Wealth Management Solutions reported no remaining First Trust Smith Opportunistic Fixed Income ETF position as of Q3 2026 after selling out during the quarter.
  • Dominguez Wealth Management Solutions sold 343,382 First Trust Smith Opportunistic Fixed Income ETF shares in Q3 2026, an estimated $15M.
  • Dominguez Wealth Management Solutions first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q4 2022 and held it in 15 quarters.
  • Dominguez Wealth Management Solutions's First Trust Smith Opportunistic Fixed Income ETF position peaked at $17.9M in Q2 2023.
  • 92 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q3 2026.

Based on Dominguez Wealth Management Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.