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

Triad 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 		$272K Sell
6,348
-25,057
-80% -$1.09M 0.02% 467
2026
Q1 		$1.37M Buy
31,405
+18,816
+149% +$833K 0.11% 134
2025
Q4 		$558K Buy
12,589
+1,220
+11% +$54.3K 0.05% 244
2025
Q3 		$505K Buy
+11,369
New +$500K 0.07% 206

Other funds holding FIXD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Triad Wealth Partners reduced its First Trust Smith Opportunistic Fixed Income ETF (FIXD) stake by 80% in Q2 2026, selling an estimated $1.09M and leaving 6,348 shares worth $272K. The position accounts for 0.02% of the portfolio, ranked #467.

Triad Wealth Partners first reported a position in FIXD in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.37M in Q1 2026. 317 funds tracked by Wall St. Rank hold FIXD as of Q2 2026.

  • Triad Wealth Partners held 6,348 shares of First Trust Smith Opportunistic Fixed Income ETF worth $272K as of Q2 2026.
  • Triad Wealth Partners sold 25,057 First Trust Smith Opportunistic Fixed Income ETF shares in Q2 2026, an estimated $1.09M.
  • First Trust Smith Opportunistic Fixed Income ETF made up 0.02% of Triad Wealth Partners's portfolio in Q2 2026, its #467 holding.
  • Triad Wealth Partners first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q3 2025 and has held it in 4 quarters since.
  • Triad Wealth Partners's First Trust Smith Opportunistic Fixed Income ETF position peaked at $1.37M in Q1 2026.
  • 317 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.