Triad Wealth Partners’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History
Bought
Maintained
Sold
Other funds holding FIXD
Triad Wealth Partners's FIXD Position: Q1 2026 in Review
Triad Wealth Partners increased its First Trust Smith Opportunistic Fixed Income ETF (FIXD) stake by 149% in Q1 2026, buying an estimated $833K and bringing the position to 31,405 shares worth $1.37M. The position accounts for 0.11% of the portfolio, ranked #134.
Triad Wealth Partners first reported a position in FIXD in Q3 2025 and has held it in 3 quarters since. 320 funds tracked by Wall St. Rank hold FIXD as of Q1 2026.
- Triad Wealth Partners held 31,405 shares of First Trust Smith Opportunistic Fixed Income ETF worth $1.37M as of Q1 2026.
- Triad Wealth Partners bought 18,816 First Trust Smith Opportunistic Fixed Income ETF shares in Q1 2026, an estimated $833K.
- First Trust Smith Opportunistic Fixed Income ETF made up 0.11% of Triad Wealth Partners's portfolio in Q1 2026, its #134 holding.
- Triad Wealth Partners first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q3 2025 and has held it in 3 quarters since.
- 320 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q1 2026.
Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.