Spurstone Advisory Services’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Spurstone Advisory Services’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	$496	Hold	12	–	–	0.01%	82
2026 Q2	$522	Hold	12	–	–	0.01%	80
2026 Q1	$523	Hold	12	–	–	0.01%	60
2025 Q4	$532	Hold	12	–	–	0.01%	82
2025 Q3	$533	Hold	12	–	–	0.01%	100
2025 Q2	$526	Hold	12	–	–	0.01%	122
2025 Q1	$526	Buy	+12	New	+$520	0.01%	86

Other funds holding FIXD

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

GDS Wealth Management Flower Mound, Texas $2.24B AUM 35.89% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Great Lakes Retirement Sandusky, Ohio $1.14B AUM 34.02% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

LexAurum Advisors Overland Park, Kansas $893M AUM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Spurstone Advisory Services's FIXD Position: Q3 2026 in Review

Spurstone Advisory Services held its First Trust Smith Opportunistic Fixed Income ETF (FIXD) position steady in Q3 2026 at 12 shares worth $496. The position accounts for 0.01% of the portfolio, ranked #82.

Spurstone Advisory Services first reported a position in FIXD in Q1 2025 and has held it in 7 quarters since. The position peaked at $533 in Q3 2025. 144 funds tracked by Wall St. Rank hold FIXD as of Q3 2026.

Spurstone Advisory Services held 12 shares of First Trust Smith Opportunistic Fixed Income ETF worth $496 as of Q3 2026.
Spurstone Advisory Services left its First Trust Smith Opportunistic Fixed Income ETF share count unchanged in Q3 2026.
First Trust Smith Opportunistic Fixed Income ETF made up 0.01% of Spurstone Advisory Services's portfolio in Q3 2026, its #82 holding.
Spurstone Advisory Services first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q1 2025 and has held it in 7 quarters since.
Spurstone Advisory Services's First Trust Smith Opportunistic Fixed Income ETF position peaked at $533 in Q3 2025.
144 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q3 2026.

Based on Spurstone Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.