Twin Peaks Wealth Advisors’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History
Bought
Maintained
Sold
Other funds holding FIXD
Twin Peaks Wealth Advisors's FIXD Position: Q2 2026 in Review
Twin Peaks Wealth Advisors reduced its First Trust Smith Opportunistic Fixed Income ETF (FIXD) stake by 1.2% in Q2 2026, selling an estimated $96.6K and leaving 187,558 shares worth $8.18M. The position accounts for 1.85% of the portfolio, ranked #13.
Twin Peaks Wealth Advisors first reported a position in FIXD in Q4 2023 and has held it in 11 quarters since. The position peaked at $11.4M in Q3 2024. 317 funds tracked by Wall St. Rank hold FIXD as of Q2 2026.
- Twin Peaks Wealth Advisors held 187,558 shares of First Trust Smith Opportunistic Fixed Income ETF worth $8.18M as of Q2 2026.
- Twin Peaks Wealth Advisors sold 2,212 First Trust Smith Opportunistic Fixed Income ETF shares in Q2 2026, an estimated $96.6K.
- First Trust Smith Opportunistic Fixed Income ETF made up 1.85% of Twin Peaks Wealth Advisors's portfolio in Q2 2026, its #13 holding.
- Twin Peaks Wealth Advisors first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q4 2023 and has held it in 11 quarters since.
- Twin Peaks Wealth Advisors's First Trust Smith Opportunistic Fixed Income ETF position peaked at $11.4M in Q3 2024.
- 317 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q2 2026.
Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.