Winthrop Advisory Group’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Winthrop Advisory Group’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 Q3	$915K	Buy	22,161 +5,807	+36%	+$248K	0.06%	88
2026 Q2	$713K	Buy	16,354 +7,280	+80%	+$318K	0.05%	103
2026 Q1	$396K	Buy	+9,074	New	+$402K	0.03%	122

Other funds holding FIXD

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return

LexAurum Advisors Overland Park, Kansas $893M AUM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return

BAWM

Bennett Associates Wealth Management Butler, Pennsylvania $165M AUM 14% 1-Year Est. Return

Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return

Winthrop Advisory Group's FIXD Position: Q3 2026 in Review

Winthrop Advisory Group increased its First Trust Smith Opportunistic Fixed Income ETF (FIXD) stake by 36% in Q3 2026, buying an estimated $248K and bringing the position to 22,161 shares worth $915K. The position accounts for 0.06% of the portfolio, ranked #88.

Winthrop Advisory Group first reported a position in FIXD in Q1 2026 and has held it in 3 quarters since. 76 funds tracked by Wall St. Rank hold FIXD as of Q3 2026.

Winthrop Advisory Group held 22,161 shares of First Trust Smith Opportunistic Fixed Income ETF worth $915K as of Q3 2026.
Winthrop Advisory Group bought 5,807 First Trust Smith Opportunistic Fixed Income ETF shares in Q3 2026, an estimated $248K.
First Trust Smith Opportunistic Fixed Income ETF made up 0.06% of Winthrop Advisory Group's portfolio in Q3 2026, its #88 holding.
Winthrop Advisory Group first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q1 2026 and has held it in 3 quarters since.
76 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q3 2026.

Based on Winthrop Advisory Group's 13F filing for Q3 2026, filed 22 Oct 2026.