FFN
FIXD icon

Focus Financial Network’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Focus Financial Network’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 		$405K Sell
9,276
-819
-8% -$35.8K 0.01% 544
2026
Q1 		$440K Buy
10,095
+60
+0.6% +$2.66K 0.02% 493
2025
Q4 		$445K Buy
10,035
+445
+5% +$19.8K 0.02% 476
2025
Q3 		$426K Buy
9,590
+182
+2% +$8.01K 0.02% 493
2025
Q2 		$413K Buy
9,408
+1,515
+19% +$65.8K 0.02% 478
2025
Q1 		$346K Buy
7,893
+132
+2% +$5.72K 0.01% 511
2024
Q4 		$334K Buy
7,761
+70
+0.9% +$3.07K 0.01% 518
2024
Q3 		$348K Buy
7,691
+1,244
+19% +$55.5K 0.01% 499
2024
Q2 		$283K Buy
6,447
+358
+6% +$15.3K 0.01% 543
2024
Q1 		$257K Sell
6,089
-669
-10% -$29.3K 0.01% 532
2023
Q4 		$301K Buy
+6,758
New +$288K 0.01% 576
2023
Q3 		– Sell
-4,606
Closed -$203K – 595
2023
Q2 		$203K Buy
+4,606
New +$206K 0.01% 561
2021
Q1 		– Sell
-21,562
Closed -$1.18M – 433
2020
Q4 		$1.18M Buy
21,562
+8,921
+71% +$492K 0.1% 164
2020
Q3 		$696K Buy
12,641
+2,817
+29% +$156K 0.06% 221
2020
Q2 		$538K Buy
+9,824
New +$531K 0.06% 234

Other funds holding FIXD

DWMS
Dominguez Wealth Management Solutions Williamsburg, Virginia $181M AUM 21.03% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
NWMG
National Wealth Management Group Cincinnati, Ohio $323M AUM 39.23% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $873M AUM 16.23% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.2B AUM 28.32% 1-Year Est. Return