Westside Investment Management’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Westside Investment 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 Q2	$3.66M	Buy	83,950 +40	+0%	+$1.75K	0.48%	50
2026 Q1	$3.66M	Buy	83,910 +16,315	+24%	+$722K	0.56%	43
2025 Q4	$3M	Buy	67,595 +5,120	+8%	+$228K	0.48%	54
2025 Q3	$2.78M	Sell	62,475 -4,000	-6%	-$176K	0.44%	56
2025 Q2	$2.92M	Buy	66,475 +3,318	+5%	+$144K	0.54%	48
2025 Q1	$2.77M	Buy	63,157 +3,965	+7%	+$172K	0.59%	45
2024 Q4	$2.54M	Buy	59,192 +2,846	+5%	+$125K	0.54%	48
2024 Q3	$2.54M	Buy	56,346 +669	+1%	+$29.8K	0.54%	47
2024 Q2	$2.4M	Buy	55,677 +4,080	+8%	+$175K	0.55%	44
2024 Q1	$2.25M	Buy	51,597 +1,640	+3%	+$71.9K	0.54%	45
2023 Q4	$2.23M	Sell	49,957 -470	-0.9%	-$20K	0.57%	46
2023 Q3	$2.12M	Buy	50,427 +3,500	+7%	+$152K	0.61%	42
2023 Q2	$2.07M	Buy	46,927 +13,910	+42%	+$623K	0.59%	42
2023 Q1	$1.49M	Buy	33,017 +9,040	+38%	+$405K	0.44%	62
2022 Q4	$222K	Buy	23,977 +11,422	+91%	+$498K	0.55%	47
2022 Q3	$546	Buy	+12,555	New	+$580K	﹤0.01%	286

Other funds holding FIXD

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

DWMS

Dominguez Wealth Management Solutions Williamsburg, Virginia $181M AUM 21.03% 1-Year Est. Return

LexAurum Advisors Overland Park, Kansas $866M AUM

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Westside Investment Management's FIXD Position: Q2 2026 in Review

Westside Investment Management increased its First Trust Smith Opportunistic Fixed Income ETF (FIXD) stake by 0.05% in Q2 2026, buying an estimated $1.75K and bringing the position to 83,950 shares worth $3.66M. The position accounts for 0.48% of the portfolio, ranked #50.

Westside Investment Management first reported a position in FIXD in Q3 2022 and has held it in 16 quarters since. 124 funds tracked by Wall St. Rank hold FIXD as of Q2 2026.

Westside Investment Management held 83,950 shares of First Trust Smith Opportunistic Fixed Income ETF worth $3.66M as of Q2 2026.
Westside Investment Management bought 40 First Trust Smith Opportunistic Fixed Income ETF shares in Q2 2026, an estimated $1.75K.
First Trust Smith Opportunistic Fixed Income ETF made up 0.48% of Westside Investment Management's portfolio in Q2 2026, its #50 holding.
Westside Investment Management first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q3 2022 and has held it in 16 quarters since.
124 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.