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

Kingdom 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 		– Sell
-4,913
Closed -$214K – 883
2026
Q1 		$214K Sell
4,913
-2,836
-37% -$126K 0.06% 145
2025
Q4 		$343K Buy
+7,749
New +$345K 0.11% 91

Other funds holding FIXD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Kingdom Financial Group sold out of First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q2 2026, closing a stake of 4,913 shares — an estimated $214K sold.

Kingdom Financial Group first reported a position in FIXD in Q4 2025 and held it in 2 quarters. The position peaked at $343K in Q4 2025. 317 funds tracked by Wall St. Rank hold FIXD as of Q2 2026.

  • Kingdom Financial Group reported no remaining First Trust Smith Opportunistic Fixed Income ETF position as of Q2 2026 after selling out during the quarter.
  • Kingdom Financial Group sold 4,913 First Trust Smith Opportunistic Fixed Income ETF shares in Q2 2026, an estimated $214K.
  • Kingdom Financial Group first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q4 2025 and held it in 2 quarters.
  • Kingdom Financial Group's First Trust Smith Opportunistic Fixed Income ETF position peaked at $343K in Q4 2025.
  • 317 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q2 2026.

Based on Kingdom Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.