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Leigh Baldwin & Co’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Leigh Baldwin & Co’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 		$252K Sell
5,771
-112
-2% -$4.89K 0.14% 151
2026
Q1 		$256K Sell
5,883
-295
-5% -$13.1K 0.17% 134
2025
Q4 		$274K Sell
6,178
-141
-2% -$6.28K 0.18% 125
2025
Q3 		$281K Buy
6,319
+16
+0.3% +$704 0.16% 156
2025
Q2 		$277K Sell
6,303
-78
-1% -$3.39K 0.18% 140
2025
Q1 		$280K Sell
6,381
-893
-12% -$38.7K 0.23% 124
2024
Q4 		$313K Buy
+7,274
New +$319K 0.26% 108

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

Leigh Baldwin & Co's FIXD Position: Q2 2026 in Review

Leigh Baldwin & Co reduced its First Trust Smith Opportunistic Fixed Income ETF (FIXD) stake by 1.9% in Q2 2026, selling an estimated $4.89K and leaving 5,771 shares worth $252K. The position accounts for 0.14% of the portfolio, ranked #151.

Leigh Baldwin & Co first reported a position in FIXD in Q4 2024 and has held it in 7 quarters since. The position peaked at $313K in Q4 2024. 317 funds tracked by Wall St. Rank hold FIXD as of Q2 2026.

  • Leigh Baldwin & Co held 5,771 shares of First Trust Smith Opportunistic Fixed Income ETF worth $252K as of Q2 2026.
  • Leigh Baldwin & Co sold 112 First Trust Smith Opportunistic Fixed Income ETF shares in Q2 2026, an estimated $4.89K.
  • First Trust Smith Opportunistic Fixed Income ETF made up 0.14% of Leigh Baldwin & Co's portfolio in Q2 2026, its #151 holding.
  • Leigh Baldwin & Co first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
  • Leigh Baldwin & Co's First Trust Smith Opportunistic Fixed Income ETF position peaked at $313K in Q4 2024.
  • 317 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q2 2026.

Based on Leigh Baldwin & Co's 13F filing for Q2 2026, filed 13 Aug 2026.