Goldstone Financial Group’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Goldstone Financial Group’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	$269K	Sell	6,169 -20	-0.3%	-$873	0.02%	215
2026 Q1	$270K	Sell	6,189 -535	-8%	-$23.7K	0.03%	203
2025 Q4	$298K	Buy	6,724 +860	+15%	+$38.3K	0.03%	193
2025 Q3	$260K	Buy	5,864 +1,251	+27%	+$55K	0.03%	193
2025 Q2	$202K	Buy	+4,613	New	+$200K	0.03%	202
2023 Q4	–	Sell	-29,205	Closed	-$1.23M	–	163
2023 Q3	$1.23M	Buy	29,205 +3,403	+13%	+$148K	0.36%	54
2023 Q2	$1.14M	Buy	25,802 +9,146	+55%	+$410K	0.34%	57
2023 Q1	$751K	Buy	+16,656	New	+$746K	0.25%	69

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

Goldstone Financial Group's FIXD Position: Q2 2026 in Review

Goldstone Financial Group reduced its First Trust Smith Opportunistic Fixed Income ETF (FIXD) stake by 0.32% in Q2 2026, selling an estimated $873 and leaving 6,169 shares worth $269K. The position accounts for 0.02% of the portfolio, ranked #215.

Goldstone Financial Group first reported a position in FIXD in Q1 2023 and has held it in 8 quarters since. The position peaked at $1.23M in Q3 2023. 317 funds tracked by Wall St. Rank hold FIXD as of Q2 2026.

Goldstone Financial Group held 6,169 shares of First Trust Smith Opportunistic Fixed Income ETF worth $269K as of Q2 2026.
Goldstone Financial Group sold 20 First Trust Smith Opportunistic Fixed Income ETF shares in Q2 2026, an estimated $873.
First Trust Smith Opportunistic Fixed Income ETF made up 0.02% of Goldstone Financial Group's portfolio in Q2 2026, its #215 holding.
Goldstone Financial Group first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q1 2023 and has held it in 8 quarters since.
Goldstone Financial Group's First Trust Smith Opportunistic Fixed Income ETF position peaked at $1.23M in Q3 2023.
317 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.