Western Wealth Management’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History
Bought
Maintained
Sold
Other funds holding FIXD
Western Wealth Management's FIXD Position: Q2 2026 in Review
Western Wealth Management reduced its First Trust Smith Opportunistic Fixed Income ETF (FIXD) stake by 26% in Q2 2026, selling an estimated $488K and leaving 31,119 shares worth $1.36M. The position accounts for 0.04% of the portfolio, ranked #394.
Western Wealth Management first reported a position in FIXD in Q3 2020 and has held it in 23 quarters since. The position peaked at $2.2M in Q4 2025. 317 funds tracked by Wall St. Rank hold FIXD as of Q2 2026.
- Western Wealth Management held 31,119 shares of First Trust Smith Opportunistic Fixed Income ETF worth $1.36M as of Q2 2026.
- Western Wealth Management sold 11,182 First Trust Smith Opportunistic Fixed Income ETF shares in Q2 2026, an estimated $488K.
- First Trust Smith Opportunistic Fixed Income ETF made up 0.04% of Western Wealth Management's portfolio in Q2 2026, its #394 holding.
- Western Wealth Management first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q3 2020 and has held it in 23 quarters since.
- Western Wealth Management's First Trust Smith Opportunistic Fixed Income ETF position peaked at $2.2M in Q4 2025.
- 317 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q2 2026.
Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.