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Silver Grove Financial Group’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Silver Grove Financial 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
Q2 		$7.81K Buy
+179
New +$7.82K ﹤0.01% 996

Other funds holding FIXD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Silver Grove Financial Group's FIXD Position: Q2 2026 in Review

Silver Grove Financial Group opened a new position in First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q2 2026: 179 shares worth $7.81K. The stake represents ﹤0.01% of the portfolio and ranks #996 among its holdings.

316 funds tracked by Wall St. Rank hold FIXD as of Q2 2026.

  • Silver Grove Financial Group held 179 shares of First Trust Smith Opportunistic Fixed Income ETF worth $7.81K as of Q2 2026.
  • First Trust Smith Opportunistic Fixed Income ETF was a new Silver Grove Financial Group position in Q2 2026.
  • First Trust Smith Opportunistic Fixed Income ETF made up ﹤0.01% of Silver Grove Financial Group's portfolio in Q2 2026, its #996 holding.
  • 316 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q2 2026.

Based on Silver Grove Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.