Marshall Investment Management’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History
Bought
Maintained
Sold
Other funds holding FIXD
Marshall Investment Management's FIXD Position: Q2 2026 in Review
Marshall Investment Management increased its First Trust Smith Opportunistic Fixed Income ETF (FIXD) stake by 1.3% in Q2 2026, buying an estimated $218 and bringing the position to 404 shares worth $17.6K. The position accounts for 0.01% of the portfolio, ranked #194.
Marshall Investment Management first reported a position in FIXD in Q1 2025 and has held it in 3 quarters since. 317 funds tracked by Wall St. Rank hold FIXD as of Q2 2026.
- Marshall Investment Management held 404 shares of First Trust Smith Opportunistic Fixed Income ETF worth $17.6K as of Q2 2026.
- Marshall Investment Management bought 5 First Trust Smith Opportunistic Fixed Income ETF shares in Q2 2026, an estimated $218.
- First Trust Smith Opportunistic Fixed Income ETF made up 0.01% of Marshall Investment Management's portfolio in Q2 2026, its #194 holding.
- Marshall Investment Management first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q1 2025 and has held it in 3 quarters since.
- 317 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q2 2026.
Based on Marshall Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.