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

Golden State Wealth 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 Q2	$130K	Buy	2,969 +25	+0.8%	+$1.09K	0.01%	503
2026 Q1	$128K	Sell	2,944 -15,159	-84%	-$671K	0.01%	464
2025 Q4	$802K	Buy	18,103 +37	+0.2%	+$1.65K	0.08%	182
2025 Q3	$803K	Sell	18,066 -33,685	-65%	-$1.48M	0.09%	177
2025 Q2	$2.27M	Sell	51,751 -2,072	-4%	-$90K	0.28%	73
2025 Q1	$2.36M	Sell	53,823 -11,163	-17%	-$484K	0.35%	60
2024 Q4	$2.79M	Buy	+64,986	New	+$2.85M	0.42%	53
2022 Q1	$971K	Sell	19,575 -3,939	-17%	-$202K	0.19%	106
2021 Q4	$1.25M	Buy	23,514 +19,706	+517%	+$1.05M	0.22%	99
2021 Q3	$204K	Buy	+3,808	New	+$206K	0.04%	292

Other funds holding FIXD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Golden State Wealth Management's FIXD Position: Q2 2026 in Review

Golden State Wealth Management increased its First Trust Smith Opportunistic Fixed Income ETF (FIXD) stake by 0.85% in Q2 2026, buying an estimated $1.09K and bringing the position to 2,969 shares worth $130K. The position accounts for 0.01% of the portfolio, ranked #503.

Golden State Wealth Management first reported a position in FIXD in Q3 2021 and has held it in 10 quarters since. The position peaked at $2.79M in Q4 2024. 317 funds tracked by Wall St. Rank hold FIXD as of Q2 2026.

Golden State Wealth Management held 2,969 shares of First Trust Smith Opportunistic Fixed Income ETF worth $130K as of Q2 2026.
Golden State Wealth Management bought 25 First Trust Smith Opportunistic Fixed Income ETF shares in Q2 2026, an estimated $1.09K.
First Trust Smith Opportunistic Fixed Income ETF made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #503 holding.
Golden State Wealth Management first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q3 2021 and has held it in 10 quarters since.
Golden State Wealth Management's First Trust Smith Opportunistic Fixed Income ETF position peaked at $2.79M in Q4 2024.
317 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.