GVCM
FIXD icon

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
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

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Global View Capital Management's FIXD Position: Q1 2026 in Review

Global View Capital Management reduced its First Trust Smith Opportunistic Fixed Income ETF (FIXD) stake by 4.3% in Q1 2026, selling an estimated $95.7K and leaving 47,634 shares worth $2.08M. The position accounts for 0.55% of the portfolio, ranked #22.

Global View Capital Management first reported a position in FIXD in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.82M in Q4 2024. 320 funds tracked by Wall St. Rank hold FIXD as of Q1 2026.

  • Global View Capital Management held 47,634 shares of First Trust Smith Opportunistic Fixed Income ETF worth $2.08M as of Q1 2026.
  • Global View Capital Management sold 2,163 First Trust Smith Opportunistic Fixed Income ETF shares in Q1 2026, an estimated $95.7K.
  • First Trust Smith Opportunistic Fixed Income ETF made up 0.55% of Global View Capital Management's portfolio in Q1 2026, its #22 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 6 quarters since.
  • Global View Capital Management's First Trust Smith Opportunistic Fixed Income ETF position peaked at $2.82M in Q4 2024.
  • 320 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q1 2026.

Based on Global View Capital Management's 13F filing for Q1 2026, filed 4 May 2026.