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WhitTier Trust Company’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

WhitTier Trust Company’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 		$19.3K Hold
444
– – ﹤0.01% 940
2026
Q1 		$19.4K Buy
+444
New +$19.7K ﹤0.01% 910

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WhitTier Trust Company's FIXD Position: Q2 2026 in Review

WhitTier Trust Company held its First Trust Smith Opportunistic Fixed Income ETF (FIXD) position steady in Q2 2026 at 444 shares worth $19.3K. The position accounts for ﹤0.01% of the portfolio, ranked #940.

WhitTier Trust Company first reported a position in FIXD in Q1 2026 and has held it in 2 quarters since. The position peaked at $19.4K in Q1 2026. 317 funds tracked by Wall St. Rank hold FIXD as of Q2 2026.

  • WhitTier Trust Company held 444 shares of First Trust Smith Opportunistic Fixed Income ETF worth $19.3K as of Q2 2026.
  • WhitTier Trust Company left its First Trust Smith Opportunistic Fixed Income ETF share count unchanged in Q2 2026.
  • First Trust Smith Opportunistic Fixed Income ETF made up ﹤0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #940 holding.
  • WhitTier Trust Company first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q1 2026 and has held it in 2 quarters since.
  • WhitTier Trust Company's First Trust Smith Opportunistic Fixed Income ETF position peaked at $19.4K in Q1 2026.
  • 317 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.