EP Wealth Advisors’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

EP Wealth Advisors’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	$195K	Buy	+4,480	New	+$196K	﹤0.01%	1517
2025 Q2	$3.37M	Buy	+76,810	New	+$3.33M	0.02%	320

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 22.9% 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

EP Wealth Advisors's FIXD Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q2 2026: 4,480 shares worth $195K. The stake represents ﹤0.01% of the portfolio and ranks #1517 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in FIXD as recently as Q2 2025.

EP Wealth Advisors first reported a position in FIXD in Q2 2025 and has held it in 2 quarters since. The position peaked at $3.37M in Q2 2025. 317 funds tracked by Wall St. Rank hold FIXD as of Q2 2026.

EP Wealth Advisors held 4,480 shares of First Trust Smith Opportunistic Fixed Income ETF worth $195K as of Q2 2026.
First Trust Smith Opportunistic Fixed Income ETF was a new EP Wealth Advisors position in Q2 2026.
First Trust Smith Opportunistic Fixed Income ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1517 holding.
EP Wealth Advisors first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q2 2025 and has held it in 2 quarters since.
EP Wealth Advisors's First Trust Smith Opportunistic Fixed Income ETF position peaked at $3.37M in Q2 2025.
317 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.