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Archer Investment Corporation’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Archer Investment Corporation’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 		– Sell
-1
Closed -$29 – 1251
2026
Q1 		$29 Sell
1
-1
-50% -$44 ﹤0.01% 1207
2025
Q4 		$94 Sell
2
-2
-50% -$89 ﹤0.01% 1132
2025
Q3 		$198 Sell
4
-90,485
-100% -$3.98M ﹤0.01% 1145
2025
Q2 		$3.97M Buy
90,489
+1,235
+1% +$53.6K 0.95% 20
2025
Q1 		$3.91M Sell
89,254
-301
-0.3% -$13K 1.01% 17
2024
Q4 		$3.85M Buy
89,555
+3,568
+4% +$156K 1.03% 17
2024
Q3 		$3.89M Sell
85,987
-567
-0.7% -$25.3K 1.04% 16
2024
Q2 		$3.73M Buy
86,554
+2,127
+3% +$91.2K 1.09% 18
2024
Q1 		$3.68M Buy
84,427
+1,610
+2% +$70.6K 1.11% 19
2023
Q4 		$3.69M Buy
82,817
+995
+1% +$42.4K 1.19% 14
2023
Q3 		$3.44M Buy
81,822
+726
+0.9% +$31.5K 1.21% 12
2023
Q2 		$3.58M Buy
81,096
+7,875
+11% +$353K 1.28% 11
2023
Q1 		$3.3M Buy
73,221
+31,933
+77% +$1.43M 1.22% 11
2022
Q4 		$1.81M Buy
41,288
+412
+1% +$18K 0.7% 30
2022
Q3 		$1.78M Sell
40,876
-1,113
-3% -$51.4K 0.75% 27
2022
Q2 		$1.95M Sell
41,989
-224
-0.5% -$10.6K 0.79% 24
2022
Q1 		$2.05M Buy
42,213
+5,659
+15% +$290K 0.73% 29
2021
Q4 		$1.95M Buy
36,554
+11,619
+47% +$620K 0.66% 27
2021
Q3 		$1.34M Buy
24,935
+21,524
+631% +$1.16M 0.5% 39
2021
Q2 		$183K Buy
+3,411
New +$182K 0.07% 202

Other funds holding FIXD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Archer Investment Corporation's FIXD Position: Q2 2026 in Review

Archer Investment Corporation sold out of First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q2 2026, closing a stake of 1 share — an estimated $29 sold.

Archer Investment Corporation first reported a position in FIXD in Q2 2021 and held it in 20 quarters. The position peaked at $3.97M in Q2 2025. 317 funds tracked by Wall St. Rank hold FIXD as of Q2 2026.

  • Archer Investment Corporation reported no remaining First Trust Smith Opportunistic Fixed Income ETF position as of Q2 2026 after selling out during the quarter.
  • Archer Investment Corporation sold 1 First Trust Smith Opportunistic Fixed Income ETF share in Q2 2026, an estimated $29.
  • Archer Investment Corporation first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q2 2021 and held it in 20 quarters.
  • Archer Investment Corporation's First Trust Smith Opportunistic Fixed Income ETF position peaked at $3.97M in Q2 2025.
  • 317 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q2 2026.

Based on Archer Investment Corporation's 13F filing for Q2 2026, filed 3 Aug 2026.