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

Magnus 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	$208K	Buy	+4,779	New	+$209K	0.01%	379

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

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

Magnus Financial Group opened a new position in First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q2 2026: 4,779 shares worth $208K. The stake represents 0.01% of the portfolio and ranks #379 among its holdings.

317 funds tracked by Wall St. Rank hold FIXD as of Q2 2026.

Magnus Financial Group held 4,779 shares of First Trust Smith Opportunistic Fixed Income ETF worth $208K as of Q2 2026.
First Trust Smith Opportunistic Fixed Income ETF was a new Magnus Financial Group position in Q2 2026.
First Trust Smith Opportunistic Fixed Income ETF made up 0.01% of Magnus Financial Group's portfolio in Q2 2026, its #379 holding.
317 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.