Thurston Springer Miller Herd & Titak’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Thurston Springer Miller Herd & Titak’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	–	Sell	-225	Closed	-$9.81K	–	1240
2026 Q1	$9.81K	Hold	225	–	–	﹤0.01%	911
2025 Q4	$9.97K	Hold	225	–	–	﹤0.01%	941
2025 Q3	$9.99K	Sell	225 -100	-31%	-$4.4K	0.02%	353
2025 Q2	$14.3K	Hold	325	–	–	﹤0.01%	1054
2025 Q1	$14.2K	Hold	325	–	–	﹤0.01%	990
2024 Q4	$14K	Hold	325	–	–	﹤0.01%	810
2024 Q3	$14.7K	Hold	325	–	–	﹤0.01%	914
2024 Q2	$14K	Buy	+325	New	+$13.9K	﹤0.01%	904

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

Thurston Springer Miller Herd & Titak's FIXD Position: Q2 2026 in Review

Thurston Springer Miller Herd & Titak sold out of First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q2 2026, closing a stake of 225 shares — an estimated $9.81K sold.

Thurston Springer Miller Herd & Titak first reported a position in FIXD in Q2 2024 and held it in 8 quarters. The position peaked at $14.7K in Q3 2024. 317 funds tracked by Wall St. Rank hold FIXD as of Q2 2026.

Thurston Springer Miller Herd & Titak reported no remaining First Trust Smith Opportunistic Fixed Income ETF position as of Q2 2026 after selling out during the quarter.
Thurston Springer Miller Herd & Titak sold 225 First Trust Smith Opportunistic Fixed Income ETF shares in Q2 2026, an estimated $9.81K.
Thurston Springer Miller Herd & Titak first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q2 2024 and held it in 8 quarters.
Thurston Springer Miller Herd & Titak's First Trust Smith Opportunistic Fixed Income ETF position peaked at $14.7K in Q3 2024.
317 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q2 2026.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q2 2026, filed 8 Jul 2026.