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

Lighthouse 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 		$383K Buy
8,772
+119
+1% +$5.2K 0.24% 40
2026
Q1 		$377K Sell
8,653
-249
-3% -$11K 0.26% 37
2025
Q4 		$395K Sell
8,902
-659
-7% -$29.3K 0.27% 35
2025
Q3 		$425K Buy
9,561
+14
+0.1% +$616 0.34% 35
2025
Q2 		$419K Sell
9,547
-1,562
-14% -$67.8K 0.36% 34
2025
Q1 		$487K Sell
11,109
-1,421
-11% -$61.6K 0.45% 28
2024
Q4 		$538K Buy
+12,530
New +$549K 0.49% 26

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 22.9% 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

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

Lighthouse Wealth Management increased its First Trust Smith Opportunistic Fixed Income ETF (FIXD) stake by 1.4% in Q2 2026, buying an estimated $5.2K and bringing the position to 8,772 shares worth $383K. The position accounts for 0.24% of the portfolio, ranked #40.

Lighthouse Wealth Management first reported a position in FIXD in Q4 2024 and has held it in 7 quarters since. The position peaked at $538K in Q4 2024. 317 funds tracked by Wall St. Rank hold FIXD as of Q2 2026.

  • Lighthouse Wealth Management held 8,772 shares of First Trust Smith Opportunistic Fixed Income ETF worth $383K as of Q2 2026.
  • Lighthouse Wealth Management bought 119 First Trust Smith Opportunistic Fixed Income ETF shares in Q2 2026, an estimated $5.2K.
  • First Trust Smith Opportunistic Fixed Income ETF made up 0.24% of Lighthouse Wealth Management's portfolio in Q2 2026, its #40 holding.
  • Lighthouse Wealth Management first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
  • Lighthouse Wealth Management's First Trust Smith Opportunistic Fixed Income ETF position peaked at $538K in Q4 2024.
  • 317 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q2 2026.

Based on Lighthouse Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.