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

Summit 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	$225K	Buy	5,149 +22	+0.4%	+$961	0.03%	270
2026 Q1	$223K	Buy	+5,127	New	+$227K	0.04%	257
2022 Q2	–	Sell	-18,928	Closed	-$938K	–	170
2022 Q1	$938K	Sell	18,928 -13,300	-41%	-$682K	0.21%	56
2021 Q4	$1.72M	Buy	32,228 +19,538	+154%	+$1.04M	0.37%	40
2021 Q3	$680K	Sell	12,690 -992	-7%	-$53.6K	0.16%	74
2021 Q2	$734K	Buy	13,682 +428	+3%	+$22.8K	0.18%	70
2021 Q1	$700K	Sell	13,254 -926	-7%	-$49.8K	0.18%	71
2020 Q4	$776K	Buy	14,180 +3,656	+35%	+$201K	0.21%	66
2020 Q3	$579K	Buy	10,524 +1,977	+23%	+$109K	0.17%	81
2020 Q2	$468K	Buy	+8,547	New	+$462K	0.15%	90

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

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

Summit Wealth Partners increased its First Trust Smith Opportunistic Fixed Income ETF (FIXD) stake by 0.43% in Q2 2026, buying an estimated $961 and bringing the position to 5,149 shares worth $225K. The position accounts for 0.03% of the portfolio, ranked #270.

Summit Wealth Partners first reported a position in FIXD in Q2 2020 and has held it in 10 quarters since. The position peaked at $1.72M in Q4 2021. 317 funds tracked by Wall St. Rank hold FIXD as of Q2 2026.

Summit Wealth Partners held 5,149 shares of First Trust Smith Opportunistic Fixed Income ETF worth $225K as of Q2 2026.
Summit Wealth Partners bought 22 First Trust Smith Opportunistic Fixed Income ETF shares in Q2 2026, an estimated $961.
First Trust Smith Opportunistic Fixed Income ETF made up 0.03% of Summit Wealth Partners's portfolio in Q2 2026, its #270 holding.
Summit Wealth Partners first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q2 2020 and has held it in 10 quarters since.
Summit Wealth Partners's First Trust Smith Opportunistic Fixed Income ETF position peaked at $1.72M in Q4 2021.
317 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.