MPWM Advisory Solutions’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$6.06K Sell
139
-3
-2% -$131 ﹤0.01% 391
2026
Q1
$6.19K Buy
+142
New +$6.29K ﹤0.01% 384

Other funds holding FIXD

MPWM Advisory Solutions's FIXD Position: Q2 2026 in Review

MPWM Advisory Solutions reduced its First Trust Smith Opportunistic Fixed Income ETF (FIXD) stake by 2.1% in Q2 2026, selling an estimated $131 and leaving 139 shares worth $6.06K. The position accounts for ﹤0.01% of the portfolio, ranked #391.

MPWM Advisory Solutions first reported a position in FIXD in Q1 2026 and has held it in 2 quarters since. The position peaked at $6.19K in Q1 2026. 317 funds tracked by Wall St. Rank hold FIXD as of Q2 2026.

  • MPWM Advisory Solutions held 139 shares of First Trust Smith Opportunistic Fixed Income ETF worth $6.06K as of Q2 2026.
  • MPWM Advisory Solutions sold 3 First Trust Smith Opportunistic Fixed Income ETF shares in Q2 2026, an estimated $131.
  • First Trust Smith Opportunistic Fixed Income ETF made up ﹤0.01% of MPWM Advisory Solutions's portfolio in Q2 2026, its #391 holding.
  • MPWM Advisory Solutions first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q1 2026 and has held it in 2 quarters since.
  • MPWM Advisory Solutions's First Trust Smith Opportunistic Fixed Income ETF position peaked at $6.19K in Q1 2026.
  • 317 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.