Winthrop Advisory Group’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History
Bought
Maintained
Sold
Other funds holding FIXD
Winthrop Advisory Group's FIXD Position: Q2 2026 in Review
Winthrop Advisory Group increased its First Trust Smith Opportunistic Fixed Income ETF (FIXD) stake by 80% in Q2 2026, buying an estimated $318K and bringing the position to 16,354 shares worth $713K. The position accounts for 0.05% of the portfolio, ranked #103.
Winthrop Advisory Group first reported a position in FIXD in Q1 2026 and has held it in 2 quarters since. 317 funds tracked by Wall St. Rank hold FIXD as of Q2 2026.
- Winthrop Advisory Group held 16,354 shares of First Trust Smith Opportunistic Fixed Income ETF worth $713K as of Q2 2026.
- Winthrop Advisory Group bought 7,280 First Trust Smith Opportunistic Fixed Income ETF shares in Q2 2026, an estimated $318K.
- First Trust Smith Opportunistic Fixed Income ETF made up 0.05% of Winthrop Advisory Group's portfolio in Q2 2026, its #103 holding.
- Winthrop Advisory Group first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q1 2026 and has held it in 2 quarters since.
- 317 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q2 2026.
Based on Winthrop Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.