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Evelyn Partners Group Ltd’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Evelyn Partners Group Ltd’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 		$67.8K Buy
+1,554
New +$67.8K ﹤0.01% 346

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GWM
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Cambridge Investment Research Advisors
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GLR
Great Lakes Retirement Sandusky, Ohio $1.13B AUM 41.06% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

Evelyn Partners Group Ltd's FIXD Position: Q2 2026 in Review

Evelyn Partners Group Ltd opened a new position in First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q2 2026: 1,554 shares worth $67.8K. The stake represents ﹤0.01% of the portfolio and ranks #346 among its holdings.

193 funds tracked by Wall St. Rank hold FIXD as of Q2 2026.

  • Evelyn Partners Group Ltd held 1,554 shares of First Trust Smith Opportunistic Fixed Income ETF worth $67.8K as of Q2 2026.
  • First Trust Smith Opportunistic Fixed Income ETF was a new Evelyn Partners Group Ltd position in Q2 2026.
  • First Trust Smith Opportunistic Fixed Income ETF made up ﹤0.01% of Evelyn Partners Group Ltd's portfolio in Q2 2026, its #346 holding.
  • 193 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q2 2026.

Based on Evelyn Partners Group Ltd's 13F filing for Q2 2026, filed 7 Aug 2026.