Engineers Gate Manager’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Engineers Gate Manager’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 Q1	–	Sell	-12,951	Closed	-$574K	–	2295
2025 Q4	$574K	Buy	+12,951	New	+$577K	0.01%	1292
2025 Q2	–	Sell	-5,361	Closed	-$235K	–	2272
2025 Q1	$235K	Sell	5,361 -5,473	-51%	-$237K	﹤0.01%	1822
2024 Q4	$466K	Buy	+10,834	New	+$475K	0.01%	1480

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Engineers Gate Manager's FIXD Position: Q1 2026 in Review

Engineers Gate Manager sold out of First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q1 2026, closing a stake of 12,951 shares — an estimated $574K sold.

Engineers Gate Manager first reported a position in FIXD in Q4 2024 and held it in 3 quarters. The position peaked at $574K in Q4 2025. 321 funds tracked by Wall St. Rank hold FIXD as of Q1 2026.

Engineers Gate Manager reported no remaining First Trust Smith Opportunistic Fixed Income ETF position as of Q1 2026 after selling out during the quarter.
Engineers Gate Manager sold 12,951 First Trust Smith Opportunistic Fixed Income ETF shares in Q1 2026, an estimated $574K.
Engineers Gate Manager first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q4 2024 and held it in 3 quarters.
Engineers Gate Manager's First Trust Smith Opportunistic Fixed Income ETF position peaked at $574K in Q4 2025.
321 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q1 2026.

Based on Engineers Gate Manager's 13F filing for Q1 2026, filed 15 May 2026.