Strategic Wealth Partners’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Strategic Wealth Partners’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	$567	Hold	13	–	–	﹤0.01%	1326
2026 Q1	$567	Hold	13	–	–	﹤0.01%	1308
2025 Q4	$576	Hold	13	–	–	﹤0.01%	1326
2025 Q3	$577	Sell	13 -34	-72%	-$1.5K	﹤0.01%	1248
2025 Q2	$2.06K	Buy	+47	New	+$2.04K	﹤0.01%	1003
2018 Q3	–	Sell	-791	Closed	-$39K	–	656
2018 Q2	$39K	Buy	+791	New	+$38.9K	0.02%	276

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

Strategic Wealth Partners's FIXD Position: Q2 2026 in Review

Strategic Wealth Partners held its First Trust Smith Opportunistic Fixed Income ETF (FIXD) position steady in Q2 2026 at 13 shares worth $567. The position accounts for ﹤0.01% of the portfolio, ranked #1326.

Strategic Wealth Partners first reported a position in FIXD in Q2 2018 and has held it in 6 quarters since. The position peaked at $39K in Q2 2018. 317 funds tracked by Wall St. Rank hold FIXD as of Q2 2026.

Strategic Wealth Partners held 13 shares of First Trust Smith Opportunistic Fixed Income ETF worth $567 as of Q2 2026.
Strategic Wealth Partners left its First Trust Smith Opportunistic Fixed Income ETF share count unchanged in Q2 2026.
First Trust Smith Opportunistic Fixed Income ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #1326 holding.
Strategic Wealth Partners first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q2 2018 and has held it in 6 quarters since.
Strategic Wealth Partners's First Trust Smith Opportunistic Fixed Income ETF position peaked at $39K in Q2 2018.
317 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.