Quest 10 Wealth Builders’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Quest 10 Wealth Builders’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	$47.1K	Buy	1,080 +472	+78%	+$20.6K	0.04%	221
2026 Q1	$26.5K	Sell	608 -42	-6%	-$1.86K	0.02%	301
2025 Q4	$28.8K	Buy	650 +20	+3%	+$891	0.03%	263
2025 Q3	$28K	Hold	630	–	–	0.03%	231
2025 Q2	$27.7K	Hold	630	–	–	0.03%	244
2025 Q1	$27.6K	Sell	630 -397	-39%	-$17.2K	0.03%	233
2024 Q4	$44.1K	Buy	+1,027	New	+$45K	0.04%	199

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

Quest 10 Wealth Builders's FIXD Position: Q2 2026 in Review

Quest 10 Wealth Builders increased its First Trust Smith Opportunistic Fixed Income ETF (FIXD) stake by 78% in Q2 2026, buying an estimated $20.6K and bringing the position to 1,080 shares worth $47.1K. The position accounts for 0.04% of the portfolio, ranked #221.

Quest 10 Wealth Builders first reported a position in FIXD in Q4 2024 and has held it in 7 quarters since. 317 funds tracked by Wall St. Rank hold FIXD as of Q2 2026.

Quest 10 Wealth Builders held 1,080 shares of First Trust Smith Opportunistic Fixed Income ETF worth $47.1K as of Q2 2026.
Quest 10 Wealth Builders bought 472 First Trust Smith Opportunistic Fixed Income ETF shares in Q2 2026, an estimated $20.6K.
First Trust Smith Opportunistic Fixed Income ETF made up 0.04% of Quest 10 Wealth Builders's portfolio in Q2 2026, its #221 holding.
Quest 10 Wealth Builders first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
317 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q2 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.