Global View Capital Management’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Global View Capital Management’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 Q3	$1.13M	Sell	27,293 -11,757	-30%	-$503K	0.25%	46
2026 Q2	$1.7M	Sell	39,050 -8,584	-18%	-$375K	0.35%	30
2026 Q1	$2.08M	Sell	47,634 -2,163	-4%	-$95.7K	0.55%	22
2025 Q4	$2.21M	Sell	49,797 -6,087	-11%	-$271K	0.41%	22
2025 Q3	$2.48M	Sell	55,884 -2,171	-4%	-$95.5K	0.53%	21
2025 Q2	$2.55M	Sell	58,055 -547	-0.9%	-$23.7K	0.81%	15
2025 Q1	$2.57M	Sell	58,602 -6,835	-10%	-$296K	0.93%	16
2024 Q4	$2.82M	Buy	+65,437	New	+$2.87M	0.99%	15

Other funds holding FIXD

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

GDS Wealth Management Flower Mound, Texas $2.24B AUM 35.89% 1-Year Est. Return

Geneos Wealth Management Englewood, Colorado $5.32B AUM 16.49% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Great Lakes Retirement Sandusky, Ohio $1.14B AUM 34.02% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Global View Capital Management's FIXD Position: Q3 2026 in Review

Global View Capital Management reduced its First Trust Smith Opportunistic Fixed Income ETF (FIXD) stake by 30% in Q3 2026, selling an estimated $503K and leaving 27,293 shares worth $1.13M. The position accounts for 0.25% of the portfolio, ranked #46.

Global View Capital Management first reported a position in FIXD in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.82M in Q4 2024. 197 funds tracked by Wall St. Rank hold FIXD as of Q3 2026.

Global View Capital Management held 27,293 shares of First Trust Smith Opportunistic Fixed Income ETF worth $1.13M as of Q3 2026.
Global View Capital Management sold 11,757 First Trust Smith Opportunistic Fixed Income ETF shares in Q3 2026, an estimated $503K.
First Trust Smith Opportunistic Fixed Income ETF made up 0.25% of Global View Capital Management's portfolio in Q3 2026, its #46 holding.
Global View Capital Management first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q4 2024 and has held it in 8 quarters since.
Global View Capital Management's First Trust Smith Opportunistic Fixed Income ETF position peaked at $2.82M in Q4 2024.
197 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q3 2026.

Based on Global View Capital Management's 13F filing for Q3 2026, filed 28 Oct 2026.