Private Trust Company’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History
Bought
Maintained
Sold
Other funds holding FIXD
Private Trust Company's FIXD Position: Q2 2026 in Review
Private Trust Company reduced its First Trust Smith Opportunistic Fixed Income ETF (FIXD) stake by 43% in Q2 2026, selling an estimated $228K and leaving 7,045 shares worth $307K. The position accounts for 0.02% of the portfolio, ranked #653.
Private Trust Company first reported a position in FIXD in Q2 2020 and has held it in 25 quarters since. The position peaked at $836K in Q4 2023. 317 funds tracked by Wall St. Rank hold FIXD as of Q2 2026.
- Private Trust Company held 7,045 shares of First Trust Smith Opportunistic Fixed Income ETF worth $307K as of Q2 2026.
- Private Trust Company sold 5,214 First Trust Smith Opportunistic Fixed Income ETF shares in Q2 2026, an estimated $228K.
- First Trust Smith Opportunistic Fixed Income ETF made up 0.02% of Private Trust Company's portfolio in Q2 2026, its #653 holding.
- Private Trust Company first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q2 2020 and has held it in 25 quarters since.
- Private Trust Company's First Trust Smith Opportunistic Fixed Income ETF position peaked at $836K in Q4 2023.
- 317 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q2 2026.
Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.