Newbridge Financial Services Group
FIXD icon

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

Newbridge Financial Services 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
Q3 		– Sell
-3,813
Closed -$166K – 1350
2026
Q2 		$166K Buy
3,813
+16
+0.4% +$699 0.02% 270
2026
Q1 		$166K Sell
3,797
-3,131
-45% -$139K 0.03% 240
2025
Q4 		$307K Buy
+6,928
New +$309K 0.05% 183

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Newbridge Financial Services Group's FIXD Position: Q3 2026 in Review

Newbridge Financial Services Group sold out of First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q3 2026, closing a stake of 3,813 shares — an estimated $166K sold.

Newbridge Financial Services Group first reported a position in FIXD in Q4 2025 and held it in 3 quarters. The position peaked at $307K in Q4 2025. 263 funds tracked by Wall St. Rank hold FIXD as of Q3 2026.

  • Newbridge Financial Services Group reported no remaining First Trust Smith Opportunistic Fixed Income ETF position as of Q3 2026 after selling out during the quarter.
  • Newbridge Financial Services Group sold 3,813 First Trust Smith Opportunistic Fixed Income ETF shares in Q3 2026, an estimated $166K.
  • Newbridge Financial Services Group first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q4 2025 and held it in 3 quarters.
  • Newbridge Financial Services Group's First Trust Smith Opportunistic Fixed Income ETF position peaked at $307K in Q4 2025.
  • 263 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q3 2026.

Based on Newbridge Financial Services Group's 13F filing for Q3 2026, filed 15 Oct 2026.