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

Advisornet 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 Q2	$18.3K	Hold	420	–	–	﹤0.01%	1417
2026 Q1	$18.3K	Hold	420	–	–	﹤0.01%	1368
2025 Q4	$18.6K	Hold	420	–	–	﹤0.01%	1349
2025 Q3	$18.7K	Sell	420 -38	-8%	-$1.67K	﹤0.01%	1325
2025 Q2	$20.1K	Hold	458	–	–	﹤0.01%	1263
2025 Q1	$20.1K	Buy	458 +296	+183%	+$12.8K	﹤0.01%	1191
2024 Q4	$6.96K	Buy	162 +91	+128%	+$3.99K	﹤0.01%	1404
2024 Q3	$3.21K	Hold	71	–	–	﹤0.01%	1672
2024 Q2	$3.06K	Hold	71	–	–	﹤0.01%	1552
2024 Q1	$3.1K	Hold	71	–	–	﹤0.01%	1526
2023 Q4	$3.17K	Sell	71 -15	-17%	-$639	﹤0.01%	1596
2023 Q3	$3.62K	Sell	86 -139	-62%	-$6.03K	﹤0.01%	1493
2023 Q2	$9.94K	Buy	225 +172	+325%	+$7.7K	﹤0.01%	1326
2023 Q1	$2.39K	Buy	53 +38	+253%	+$1.7K	﹤0.01%	1654
2022 Q4	$659	Sell	15 -6	-29%	-$262	﹤0.01%	1966
2022 Q3	$1K	Hold	21	–	–	﹤0.01%	1760
2022 Q2	$1K	Hold	21	–	–	﹤0.01%	1793
2022 Q1	$1K	Buy	+21	New	+$1.08K	﹤0.01%	1878

Other funds holding FIXD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Advisornet Financial's FIXD Position: Q2 2026 in Review

Advisornet Financial held its First Trust Smith Opportunistic Fixed Income ETF (FIXD) position steady in Q2 2026 at 420 shares worth $18.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1417.

Advisornet Financial first reported a position in FIXD in Q1 2022 and has held it in 18 quarters since. The position peaked at $20.1K in Q2 2025. 317 funds tracked by Wall St. Rank hold FIXD as of Q2 2026.

Advisornet Financial held 420 shares of First Trust Smith Opportunistic Fixed Income ETF worth $18.3K as of Q2 2026.
Advisornet Financial 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 Advisornet Financial's portfolio in Q2 2026, its #1417 holding.
Advisornet Financial first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q1 2022 and has held it in 18 quarters since.
Advisornet Financial's First Trust Smith Opportunistic Fixed Income ETF position peaked at $20.1K in Q2 2025.
317 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.