XML Financial’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

XML Financial’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	$257K	Buy	+6,218	New	+$266K	0.02%	390

Other funds holding FIXD

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

GDS Wealth Management Flower Mound, Texas $2.24B AUM 35.89% 1-Year Est. Return

Geneos Wealth Management Englewood, Colorado $5.32B AUM 16.49% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

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

Arax Advisory Partners Denver, Colorado $17.7B AUM 20.22% 1-Year Est. Return

XML Financial's FIXD Position: Q3 2026 in Review

XML Financial opened a new position in First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q3 2026: 6,218 shares worth $257K. The stake represents 0.02% of the portfolio and ranks #390 among its holdings.

229 funds tracked by Wall St. Rank hold FIXD as of Q3 2026.

XML Financial held 6,218 shares of First Trust Smith Opportunistic Fixed Income ETF worth $257K as of Q3 2026.
First Trust Smith Opportunistic Fixed Income ETF was a new XML Financial position in Q3 2026.
First Trust Smith Opportunistic Fixed Income ETF made up 0.02% of XML Financial's portfolio in Q3 2026, its #390 holding.
229 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q3 2026.

Based on XML Financial's 13F filing for Q3 2026, filed 29 Oct 2026.