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

Dominguez Wealth Management Solutions Williamsburg, Virginia $181M AUM 21.03% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

National Wealth Management Group Cincinnati, Ohio $323M AUM 39.23% 1-Year Est. Return

HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

Inspirion Wealth Advisors Libertyville, Illinois $873M AUM 16.23% 1-Year Est. Return

BAM Wealth Management Lakewood, Colorado $160M AUM 19.46% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return