Triumph Capital Management
FIXD icon

Triumph Capital Management’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Triumph Capital Management’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
Q3 		$9.5M Buy
231,254
+3,119
+1% +$133K 1.66% 5
2026
Q2 		$9.9M Sell
228,135
-5,683
-2% -$248K 1.8% 4
2026
Q1 		$10.2M Sell
233,818
-1,259
-0.5% -$55.7K 2.07% 3
2025
Q4 		$10.4M Buy
235,077
+5,982
+3% +$266K 2.25% 4
2025
Q3 		$10.2M Sell
229,095
-12,428
-5% -$547K 2.73% 2
2025
Q2 		$10.6M Buy
241,523
+1,900
+0.8% +$82.5K 3.18% 2
2025
Q1 		$10.5M Buy
239,623
+2,978
+1% +$129K 3.5% 2
2024
Q4 		$10.2M Buy
236,645
+7,686
+3% +$337K 3.48% 2
2024
Q3 		$10.4M Buy
228,959
+8,109
+4% +$362K 3.69% 2
2024
Q2 		$9.5M Buy
220,850
+15,733
+8% +$674K 3.71% 2
2024
Q1 		$8.87M Buy
205,117
+43,407
+27% +$1.9M 3.62% 3
2023
Q4 		$7.21M Buy
161,710
+21,745
+16% +$926K 3.06% 5
2023
Q3 		$5.89M Buy
139,965
+51,234
+58% +$2.22M 2.67% 6
2023
Q2 		$3.92M Buy
88,731
+76,536
+628% +$3.43M 1.78% 11
2023
Q1 		$549K Sell
12,195
-5,655
-32% -$253K 0.28% 65
2022
Q4 		$784K Sell
17,850
-166,738
-90% -$7.27M 0.42% 50
2022
Q3 		$8.04M Sell
184,588
-3,187
-2% -$147K 4.38% 3
2022
Q2 		$8.71M Buy
187,775
+80,074
+74% +$3.79M 4.6% 4
2022
Q1 		$5.34M Buy
107,701
+24,179
+29% +$1.24M 2.31% 7
2021
Q4 		$4.44M Sell
83,522
-4,633
-5% -$247K 1.92% 7
2021
Q3 		$4.72M Buy
+88,155
New +$4.76M 2.21% 6

Other funds holding FIXD

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
GDS Wealth Management
GDS Wealth Management Flower Mound, Texas $2.24B AUM 35.89% 1-Year Est. Return
Park National Corp
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
Great Lakes Retirement
Great Lakes Retirement Sandusky, Ohio $1.14B AUM 34.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
TCP Asset Management
TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
LexAurum Advisors
LexAurum Advisors Overland Park, Kansas $893M AUM
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Triumph Capital Management's FIXD Position: Q3 2026 in Review

Triumph Capital Management increased its First Trust Smith Opportunistic Fixed Income ETF (FIXD) stake by 1.4% in Q3 2026, buying an estimated $133K and bringing the position to 231,254 shares worth $9.5M. The position accounts for 1.66% of the portfolio, ranked #5.

Triumph Capital Management first reported a position in FIXD in Q3 2021 and has held it in 21 quarters since. The position peaked at $10.6M in Q2 2025. 125 funds tracked by Wall St. Rank hold FIXD as of Q3 2026.

  • Triumph Capital Management held 231,254 shares of First Trust Smith Opportunistic Fixed Income ETF worth $9.5M as of Q3 2026.
  • Triumph Capital Management bought 3,119 First Trust Smith Opportunistic Fixed Income ETF shares in Q3 2026, an estimated $133K.
  • First Trust Smith Opportunistic Fixed Income ETF made up 1.66% of Triumph Capital Management's portfolio in Q3 2026, its #5 holding.
  • Triumph Capital Management first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q3 2021 and has held it in 21 quarters since.
  • Triumph Capital Management's First Trust Smith Opportunistic Fixed Income ETF position peaked at $10.6M in Q2 2025.
  • 125 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.