GDS Wealth Management’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

GDS Wealth Management's FIXD Position: Q1 2026 in Review

GDS Wealth Management increased its First Trust Smith Opportunistic Fixed Income ETF (FIXD) stake by 13% in Q1 2026, buying an estimated $3.43M and bringing the position to 685,735 shares worth $29.9M. The position accounts for 1.8% of the portfolio, ranked #12.

GDS Wealth Management first reported a position in FIXD in Q4 2021 and has held it in 18 quarters since. The position peaked at $42.3M in Q3 2023. 320 funds tracked by Wall St. Rank hold FIXD as of Q1 2026.

• GDS Wealth Management held 685,735 shares of First Trust Smith Opportunistic Fixed Income ETF worth $29.9M as of Q1 2026.
• GDS Wealth Management bought 77,581 First Trust Smith Opportunistic Fixed Income ETF shares in Q1 2026, an estimated $3.43M.
• First Trust Smith Opportunistic Fixed Income ETF made up 1.8% of GDS Wealth Management's portfolio in Q1 2026, its #12 holding.
• GDS Wealth Management first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q4 2021 and has held it in 18 quarters since.
• GDS Wealth Management's First Trust Smith Opportunistic Fixed Income ETF position peaked at $42.3M in Q3 2023.
• 320 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q1 2026.

Based on GDS Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.