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

Key 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
Q2 		$17.8K Buy
409
+306
+297% +$13.4K 0.01% 269
2026
Q1 		$4.49K Buy
+103
New +$4.56K ﹤0.01% 398

Other funds holding FIXD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $1.13B AUM 41.06% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Key Capital Management's FIXD Position: Q2 2026 in Review

Key Capital Management increased its First Trust Smith Opportunistic Fixed Income ETF (FIXD) stake by 297% in Q2 2026, buying an estimated $13.4K and bringing the position to 409 shares worth $17.8K. The position accounts for 0.01% of the portfolio, ranked #269.

Key Capital Management first reported a position in FIXD in Q1 2026 and has held it in 2 quarters since. 177 funds tracked by Wall St. Rank hold FIXD as of Q2 2026.

  • Key Capital Management held 409 shares of First Trust Smith Opportunistic Fixed Income ETF worth $17.8K as of Q2 2026.
  • Key Capital Management bought 306 First Trust Smith Opportunistic Fixed Income ETF shares in Q2 2026, an estimated $13.4K.
  • First Trust Smith Opportunistic Fixed Income ETF made up 0.01% of Key Capital Management's portfolio in Q2 2026, its #269 holding.
  • Key Capital Management first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 177 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q2 2026.

Based on Key Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.