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

American Financial Advisors’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	$1.54M	Sell	35,407 -3,819	-10%	-$167K	0.19%	56
2026 Q1	$1.71M	Sell	39,226 -804	-2%	-$35.6K	0.23%	46
2025 Q4	$1.77M	Sell	40,030 -14,342	-26%	-$639K	0.23%	47
2025 Q3	$2.42M	Sell	54,372 -23,455	-30%	-$1.03M	0.31%	39
2025 Q2	$3.42M	Sell	77,827 -158,476	-67%	-$6.88M	0.48%	32
2025 Q1	$10.4M	Sell	236,303 -19,894	-8%	-$862K	1.5%	21
2024 Q4	$11M	Sell	256,197 -63,973	-20%	-$2.8M	1.55%	20
2024 Q3	$14.5M	Sell	320,170 -42,169	-12%	-$1.88M	1.98%	18
2024 Q2	$15.6M	Sell	362,339 -335,090	-48%	-$14.4M	2.22%	16
2024 Q1	$30.4M	Sell	697,429 -9,698	-1%	-$425K	4.28%	8
2023 Q4	$31.5M	Sell	707,127 -14,026	-2%	-$597K	4.67%	6
2023 Q3	$30.3M	Sell	721,153 -19,296	-3%	-$837K	4.78%	5
2023 Q2	$32.7M	Buy	740,449 +169,534	+30%	+$7.59M	5.12%	4
2023 Q1	$25.7M	Buy	570,915 +11,194	+2%	+$502K	4.19%	8
2022 Q4	$24.6M	Sell	559,721 -820	-0.1%	-$35.8K	4.17%	10
2022 Q3	$24.4M	Buy	+560,541	New	+$25.9M	4.21%	8
2022 Q2	–	Sell	-558,958	Closed	-$27.7M	–	105
2022 Q1	$27.7M	Buy	558,958 +68,949	+14%	+$3.53M	3.85%	10
2021 Q4	$26.1M	Buy	490,009 +10,414	+2%	+$556K	3.32%	13
2021 Q3	$25.7M	Sell	479,595 -26,143	-5%	-$1.41M	3.43%	12
2021 Q2	$27.1M	Buy	505,738 +20,012	+4%	+$1.07M	3.73%	10
2021 Q1	$25.7M	Buy	485,726 +130,010	+37%	+$6.99M	3.81%	10
2020 Q4	$19.5M	Buy	355,716 +3,230	+0.9%	+$178K	2.78%	15
2020 Q3	$19.4M	Sell	352,486 -7,944	-2%	-$439K	3.15%	13
2020 Q2	$20M	Sell	360,430 -2,736	-0.8%	-$148K	3.2%	13
2020 Q1	$19.5M	Sell	363,166 -81,003	-18%	-$4.25M	3.5%	8
2019 Q4	$23.4M	Buy	444,169 +12,072	+3%	+$632K	4.1%	6
2019 Q3	$22.8M	Buy	432,097 +50,462	+13%	+$2.64M	4.3%	6
2019 Q2	$19.8M	Buy	381,635 +40,911	+12%	+$2.08M	3.86%	8
2019 Q1	$17.2M	Buy	+340,724	New	+$17M	3.51%	10

Other funds holding FIXD

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

TAM

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

DWMS

Dominguez Wealth Management Solutions Williamsburg, Virginia $181M AUM 21.03% 1-Year Est. Return

LexAurum Advisors Overland Park, Kansas $866M AUM

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

CFS

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

IWM

Iams Wealth Management Omaha, Nebraska $332M AUM 18.77% 1-Year Est. Return

CWP

Core Wealth Partners Santa Rosa, California $235M AUM 25.23% 1-Year Est. Return

American Financial Advisors's FIXD Position: Q2 2026 in Review

American Financial Advisors reduced its First Trust Smith Opportunistic Fixed Income ETF (FIXD) stake by 9.7% in Q2 2026, selling an estimated $167K and leaving 35,407 shares worth $1.54M. The position accounts for 0.19% of the portfolio, ranked #56.

American Financial Advisors first reported a position in FIXD in Q1 2019 and has held it in 29 quarters since. The position peaked at $32.7M in Q2 2023. 49 funds tracked by Wall St. Rank hold FIXD as of Q2 2026.

American Financial Advisors held 35,407 shares of First Trust Smith Opportunistic Fixed Income ETF worth $1.54M as of Q2 2026.
American Financial Advisors sold 3,819 First Trust Smith Opportunistic Fixed Income ETF shares in Q2 2026, an estimated $167K.
First Trust Smith Opportunistic Fixed Income ETF made up 0.19% of American Financial Advisors's portfolio in Q2 2026, its #56 holding.
American Financial Advisors first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q1 2019 and has held it in 29 quarters since.
American Financial Advisors's First Trust Smith Opportunistic Fixed Income ETF position peaked at $32.7M in Q2 2023.
49 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q2 2026.

Based on American Financial Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.