Landmark Wealth Management (New York)’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Landmark Wealth Management (New York)’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	$8.84M	Buy	202,601 +14,678	+8%	+$641K	2.11%	11
2026 Q1	$8.19M	Buy	187,923 +36,348	+24%	+$1.61M	2.19%	10
2025 Q4	$6.72M	Buy	151,575 +8,589	+6%	+$382K	2.57%	10
2025 Q3	$6.35M	Buy	142,986 +6,149	+4%	+$271K	2.52%	11
2025 Q2	$6.01M	Sell	136,837 -2,622	-2%	-$114K	2.56%	10
2025 Q1	$6.11M	Sell	139,459 -1,934	-1%	-$83.8K	2.7%	10
2024 Q4	$6.08M	Buy	141,393 +6,142	+5%	+$269K	2.69%	9
2024 Q3	$6.12M	Buy	135,251 +2,089	+2%	+$93.1K	2.66%	9
2024 Q2	$5.73M	Buy	133,162 +5,192	+4%	+$223K	4.47%	6
2024 Q1	$5.58M	Buy	127,970 +6,931	+6%	+$304K	2.58%	8
2023 Q4	$5.4M	Buy	121,039 +5,044	+4%	+$215K	2.66%	8
2023 Q3	$4.88M	Buy	115,995 +3,136	+3%	+$136K	2.77%	7
2023 Q2	$4.99M	Buy	112,859 +1,944	+2%	+$87K	4.42%	6
2023 Q1	$5M	Buy	110,915 +10,606	+11%	+$475K	2.78%	7
2022 Q4	$4.41M	Sell	100,309 -8,535	-8%	-$372K	3.19%	6
2022 Q3	$4.74M	Sell	108,844 -35,555	-25%	-$1.64M	3.59%	6
2022 Q2	$6.7M	Sell	144,399 -24,178	-14%	-$1.14M	8.56%	4
2022 Q1	$8.36M	Buy	168,577 +3,571	+2%	+$183K	4.46%	5
2021 Q4	$9M	Buy	+165,006	New	+$8.8M	5.26%	4

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

Landmark Wealth Management (New York)'s FIXD Position: Q2 2026 in Review

Landmark Wealth Management (New York) increased its First Trust Smith Opportunistic Fixed Income ETF (FIXD) stake by 7.8% in Q2 2026, buying an estimated $641K and bringing the position to 202,601 shares worth $8.84M. The position accounts for 2.11% of the portfolio, ranked #11.

Landmark Wealth Management (New York) first reported a position in FIXD in Q4 2021 and has held it in 19 quarters since. The position peaked at $9M in Q4 2021. 317 funds tracked by Wall St. Rank hold FIXD as of Q2 2026.

Landmark Wealth Management (New York) held 202,601 shares of First Trust Smith Opportunistic Fixed Income ETF worth $8.84M as of Q2 2026.
Landmark Wealth Management (New York) bought 14,678 First Trust Smith Opportunistic Fixed Income ETF shares in Q2 2026, an estimated $641K.
First Trust Smith Opportunistic Fixed Income ETF made up 2.11% of Landmark Wealth Management (New York)'s portfolio in Q2 2026, its #11 holding.
Landmark Wealth Management (New York) first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q4 2021 and has held it in 19 quarters since.
Landmark Wealth Management (New York)'s First Trust Smith Opportunistic Fixed Income ETF position peaked at $9M in Q4 2021.
317 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q2 2026.

Based on Landmark Wealth Management (New York)'s 13F filing for Q2 2026, filed 10 Aug 2026.