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Gateway Wealth Partners’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Gateway Wealth Partners’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 		$2.22M Sell
50,926
-24,543
-33% -$1.07M 0.13% 182
2026
Q1 		$3.29M Buy
75,469
+40,294
+115% +$1.78M 0.13% 182
2025
Q4 		$1.56M Buy
35,175
+5,356
+18% +$239K 0.17% 139
2025
Q3 		$1.32M Buy
29,819
+768
+3% +$33.8K 0.18% 129
2025
Q2 		$1.28M Sell
29,051
-20,647
-42% -$896K 0.24% 101
2025
Q1 		$2.18M Sell
49,698
-30,620
-38% -$1.33M 0.49% 59
2024
Q4 		$3.45M Sell
80,318
-2,039
-2% -$89.3K 0.89% 27
2024
Q3 		$3.73M Buy
82,357
+1,316
+2% +$58.7K 1.03% 23
2024
Q2 		$3.49M Sell
81,041
-48,428
-37% -$2.08M 1.05% 21
2024
Q1 		$5.64M Buy
129,469
+12,951
+11% +$568K 2.03% 6
2023
Q4 		$5.2M Buy
116,518
+14,086
+14% +$600K 2.09% 8
2023
Q3 		$4.31M Buy
102,432
+20,647
+25% +$896K 0.78% 26
2023
Q2 		$3.61M Buy
81,785
+23,393
+40% +$1.05M 0.65% 34
2023
Q1 		$2.63M Buy
58,392
+16,310
+39% +$731K 0.4% 44
2022
Q4 		$1.85M Buy
+42,082
New +$1.84M 0.32% 48

Other funds holding FIXD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Gateway Wealth Partners's FIXD Position: Q2 2026 in Review

Gateway Wealth Partners reduced its First Trust Smith Opportunistic Fixed Income ETF (FIXD) stake by 33% in Q2 2026, selling an estimated $1.07M and leaving 50,926 shares worth $2.22M. The position accounts for 0.13% of the portfolio, ranked #182.

Gateway Wealth Partners first reported a position in FIXD in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.64M in Q1 2024. 317 funds tracked by Wall St. Rank hold FIXD as of Q2 2026.

  • Gateway Wealth Partners held 50,926 shares of First Trust Smith Opportunistic Fixed Income ETF worth $2.22M as of Q2 2026.
  • Gateway Wealth Partners sold 24,543 First Trust Smith Opportunistic Fixed Income ETF shares in Q2 2026, an estimated $1.07M.
  • First Trust Smith Opportunistic Fixed Income ETF made up 0.13% of Gateway Wealth Partners's portfolio in Q2 2026, its #182 holding.
  • Gateway Wealth Partners first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q4 2022 and has held it in 15 quarters since.
  • Gateway Wealth Partners's First Trust Smith Opportunistic Fixed Income ETF position peaked at $5.64M in Q1 2024.
  • 317 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.