Keystone Wealth Services’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Keystone Wealth Services's FIXD Position: Q2 2026 in Review

Keystone Wealth Services increased its First Trust Smith Opportunistic Fixed Income ETF (FIXD) stake by 4.9% in Q2 2026, buying an estimated $222K and bringing the position to 108,343 shares worth $4.72M. The position accounts for 0.88% of the portfolio, ranked #25.

Keystone Wealth Services first reported a position in FIXD in Q3 2023 and has held it in 12 quarters since. 317 funds tracked by Wall St. Rank hold FIXD as of Q2 2026.

• Keystone Wealth Services held 108,343 shares of First Trust Smith Opportunistic Fixed Income ETF worth $4.72M as of Q2 2026.
• Keystone Wealth Services bought 5,092 First Trust Smith Opportunistic Fixed Income ETF shares in Q2 2026, an estimated $222K.
• First Trust Smith Opportunistic Fixed Income ETF made up 0.88% of Keystone Wealth Services's portfolio in Q2 2026, its #25 holding.
• Keystone Wealth Services first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q3 2023 and has held it in 12 quarters since.
• 317 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.