American Institute for Advanced Investment Management’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

American Institute for Advanced Investment Management’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	$286K	Buy	6,550 +105	+2%	+$4.58K	0.17%	134
2026 Q1	$281K	Buy	6,445 +760	+13%	+$33.6K	0.18%	127
2025 Q4	$252K	Buy	+5,685	New	+$253K	0.16%	126
2025 Q2	–	Sell	-4,735	Closed	-$208K	–	149
2025 Q1	$208K	Sell	4,735 -17,900	-79%	-$776K	0.16%	138
2024 Q4	$973K	Sell	22,635 -13,820	-38%	-$605K	0.73%	44
2024 Q3	$1.65M	Buy	36,455 +3,065	+9%	+$137K	1.18%	20
2024 Q2	$1.44M	Buy	33,390 +2,615	+8%	+$112K	1.1%	22
2024 Q1	$1.34M	Buy	30,775 +17,635	+134%	+$773K	1.06%	25
2023 Q4	$586K	Buy	+13,140	New	+$560K	0.52%	52

Other funds holding FIXD

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

GLR

Great Lakes Retirement Sandusky, Ohio $1.13B AUM 41.06% 1-Year Est. Return

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

American Institute for Advanced Investment Management's FIXD Position: Q2 2026 in Review

American Institute for Advanced Investment Management increased its First Trust Smith Opportunistic Fixed Income ETF (FIXD) stake by 1.6% in Q2 2026, buying an estimated $4.58K and bringing the position to 6,550 shares worth $286K. The position accounts for 0.17% of the portfolio, ranked #134.

American Institute for Advanced Investment Management first reported a position in FIXD in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.65M in Q3 2024. 193 funds tracked by Wall St. Rank hold FIXD as of Q2 2026.

American Institute for Advanced Investment Management held 6,550 shares of First Trust Smith Opportunistic Fixed Income ETF worth $286K as of Q2 2026.
American Institute for Advanced Investment Management bought 105 First Trust Smith Opportunistic Fixed Income ETF shares in Q2 2026, an estimated $4.58K.
First Trust Smith Opportunistic Fixed Income ETF made up 0.17% of American Institute for Advanced Investment Management's portfolio in Q2 2026, its #134 holding.
American Institute for Advanced Investment Management first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q4 2023 and has held it in 9 quarters since.
American Institute for Advanced Investment Management's First Trust Smith Opportunistic Fixed Income ETF position peaked at $1.65M in Q3 2024.
193 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q2 2026.

Based on American Institute for Advanced Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.