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

IMG 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	$3.18K	Sell	73 -70	-49%	-$3.06K	﹤0.01%	436
2026 Q1	$6.24K	Hold	143	–	–	﹤0.01%	350
2025 Q4	$6.35K	Hold	143	–	–	﹤0.01%	390
2025 Q3	$6.36K	Hold	143	–	–	﹤0.01%	328
2025 Q2	$6.29K	Hold	143	–	–	﹤0.01%	321
2025 Q1	$6.28K	Sell	143 -180	-56%	-$7.8K	0.01%	234
2024 Q4	$13.9K	Buy	+323	New	+$14.1K	0.01%	188

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

IMG Wealth Management's FIXD Position: Q2 2026 in Review

IMG Wealth Management reduced its First Trust Smith Opportunistic Fixed Income ETF (FIXD) stake by 49% in Q2 2026, selling an estimated $3.06K and leaving 73 shares worth $3.18K. The position accounts for ﹤0.01% of the portfolio, ranked #436.

IMG Wealth Management first reported a position in FIXD in Q4 2024 and has held it in 7 quarters since. The position peaked at $13.9K in Q4 2024. 317 funds tracked by Wall St. Rank hold FIXD as of Q2 2026.

IMG Wealth Management held 73 shares of First Trust Smith Opportunistic Fixed Income ETF worth $3.18K as of Q2 2026.
IMG Wealth Management sold 70 First Trust Smith Opportunistic Fixed Income ETF shares in Q2 2026, an estimated $3.06K.
First Trust Smith Opportunistic Fixed Income ETF made up ﹤0.01% of IMG Wealth Management's portfolio in Q2 2026, its #436 holding.
IMG Wealth Management first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
IMG Wealth Management's First Trust Smith Opportunistic Fixed Income ETF position peaked at $13.9K in Q4 2024.
317 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.