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

Kingsview 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	$5.07M	Buy	116,154 +22,790	+24%	+$995K	0.06%	293
2026 Q1	$4.07M	Sell	93,364 -18,192	-16%	-$805K	0.06%	346
2025 Q4	$4.94M	Buy	111,556 +1,699	+2%	+$75.7K	0.07%	278
2025 Q3	$4.88M	Buy	109,857 +7,688	+8%	+$338K	0.07%	273
2025 Q2	$4.48M	Sell	102,169 -20,895	-17%	-$907K	0.08%	266
2025 Q1	$5.4M	Buy	123,064 +48,699	+65%	+$2.11M	0.1%	202
2024 Q4	$3.2M	Buy	74,365 +5,834	+9%	+$256K	0.06%	290
2024 Q3	$3.1M	Buy	68,531 +2,029	+3%	+$90.5K	0.07%	277
2024 Q2	$2.86M	Buy	66,502 +17,490	+36%	+$750K	0.07%	268
2024 Q1	$2.14M	Sell	49,012 -3,754	-7%	-$165K	0.05%	327
2023 Q4	$2.35M	Buy	52,766 +302	+0.6%	+$12.9K	0.07%	243
2023 Q3	$2.21M	Buy	52,464 +3,149	+6%	+$137K	0.08%	261
2023 Q2	$2.18M	Buy	49,315 +6,287	+15%	+$281K	0.09%	234
2023 Q1	$1.94M	Buy	43,028 +1,520	+4%	+$68.1K	0.08%	248
2022 Q4	$1.82M	Sell	41,508 -3,587	-8%	-$156K	0.08%	245
2022 Q3	$1.96M	Sell	45,095 -2,842	-6%	-$131K	0.09%	231
2022 Q2	$2.22M	Buy	47,937 +1,617	+3%	+$76.5K	0.11%	201
2022 Q1	$2.3M	Sell	46,320 -18,307	-28%	-$938K	0.1%	210
2021 Q4	$3.44M	Buy	64,627 +3,264	+5%	+$174K	0.14%	156
2021 Q3	$3.29M	Buy	61,363 +10,114	+20%	+$546K	0.16%	150
2021 Q2	$2.75M	Buy	51,249 +362	+0.7%	+$19.3K	0.14%	169
2021 Q1	$2.69M	Sell	50,887 -4,852	-9%	-$261K	0.15%	144
2020 Q4	$3.05M	Buy	55,739 +1,581	+3%	+$87.1K	0.22%	108
2020 Q3	$2.98M	Buy	54,158 +27,545	+104%	+$1.52M	0.27%	92
2020 Q2	$1.46M	Buy	26,613 +12,215	+85%	+$660K	0.15%	156
2020 Q1	$759K	Buy	14,398 +1,505	+12%	+$78.9K	0.1%	213
2019 Q4	$668K	Buy	12,893 +7,012	+119%	+$367K	0.08%	239
2019 Q3	$310K	Buy	+5,881	New	+$308K	0.05%	325

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

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

Kingsview Wealth Management increased its First Trust Smith Opportunistic Fixed Income ETF (FIXD) stake by 24% in Q2 2026, buying an estimated $995K and bringing the position to 116,154 shares worth $5.07M. The position accounts for 0.06% of the portfolio, ranked #293.

Kingsview Wealth Management first reported a position in FIXD in Q3 2019 and has held it in 28 quarters since. The position peaked at $5.4M in Q1 2025. 317 funds tracked by Wall St. Rank hold FIXD as of Q2 2026.

Kingsview Wealth Management held 116,154 shares of First Trust Smith Opportunistic Fixed Income ETF worth $5.07M as of Q2 2026.
Kingsview Wealth Management bought 22,790 First Trust Smith Opportunistic Fixed Income ETF shares in Q2 2026, an estimated $995K.
First Trust Smith Opportunistic Fixed Income ETF made up 0.06% of Kingsview Wealth Management's portfolio in Q2 2026, its #293 holding.
Kingsview Wealth Management first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q3 2019 and has held it in 28 quarters since.
Kingsview Wealth Management's First Trust Smith Opportunistic Fixed Income ETF position peaked at $5.4M in Q1 2025.
317 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.