Atria Investments’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Atria Investments’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	$3.24M	Sell	74,298 -847	-1%	-$37K	0.03%	537
2026 Q1	$3.28M	Sell	75,145 -437,043	-85%	-$19.3M	0.04%	513
2025 Q4	$22.7M	Buy	512,188 +16,923	+3%	+$754K	0.26%	60
2025 Q3	$22M	Sell	495,265 -40,910	-8%	-$1.8M	0.25%	64
2025 Q2	$23.5M	Sell	536,175 -50,256	-9%	-$2.18M	0.28%	57
2025 Q1	$25.7M	Buy	586,431 +2,209	+0.4%	+$95.8K	0.33%	51
2024 Q4	$25.1M	Buy	584,222 +256,775	+78%	+$11.2M	0.31%	53
2024 Q3	$14.8M	Sell	327,447 -64	-0%	-$2.85K	0.18%	119
2024 Q2	$14.1M	Sell	327,511 -44,203	-12%	-$1.89M	0.18%	122
2024 Q1	$16.2M	Buy	371,714 +15,474	+4%	+$678K	0.22%	93
2023 Q4	$15.9M	Buy	356,240 +96,763	+37%	+$4.12M	0.25%	90
2023 Q3	$10.9M	Buy	259,477 +34,691	+15%	+$1.51M	0.19%	116
2023 Q2	$9.93M	Buy	224,786 +26,070	+13%	+$1.17M	0.18%	130
2023 Q1	$8.95M	Buy	198,716 +100,813	+103%	+$4.52M	0.17%	149
2022 Q4	$4.3M	Buy	97,903 +17,589	+22%	+$767K	0.09%	281
2022 Q3	$3.5M	Sell	80,314 -8,223	-9%	-$380K	0.08%	306
2022 Q2	$4.11M	Sell	88,537 -57,516	-39%	-$2.72M	0.09%	285
2022 Q1	$7.24M	Sell	146,053 -16,236	-10%	-$832K	0.13%	191
2021 Q4	$8.64M	Sell	162,289 -77,488	-32%	-$4.13M	0.15%	161
2021 Q3	$12.8M	Sell	239,777 -15,521	-6%	-$838K	0.23%	95
2021 Q2	$13.7M	Sell	255,298 -445,746	-64%	-$23.8M	0.26%	79
2021 Q1	$37M	Sell	701,044 -161,467	-19%	-$8.69M	0.82%	16
2020 Q4	$47.2M	Sell	862,511 -37,305	-4%	-$2.06M	1.14%	11
2020 Q3	$49.5M	Buy	899,816 +10,485	+1%	+$580K	1.5%	11
2020 Q2	$48.7M	Buy	889,331 +408,143	+85%	+$22.1M	1.67%	7
2020 Q1	$25.4M	Buy	481,188 +301,009	+167%	+$15.8M	1.95%	5
2019 Q4	$9.34M	Buy	180,179 +156,990	+677%	+$8.22M	0.25%	89
2019 Q3	$1.22M	Buy	23,189 +4,776	+26%	+$250K	0.04%	359
2019 Q2	$972K	Buy	+18,413	New	+$937K	0.04%	415
2018 Q3	–	Sell	-4,086	Closed	-$201K	–	994
2018 Q2	$201K	Sell	4,086 -1,852	-31%	-$91.2K	0.01%	915
2018 Q1	$295K	Buy	5,938 +294	+5%	+$14.6K	0.01%	685
2017 Q4	$286K	Buy	+5,644	New	+$287K	0.01%	670

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 22.96% 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

Atria Investments's FIXD Position: Q2 2026 in Review

Atria Investments reduced its First Trust Smith Opportunistic Fixed Income ETF (FIXD) stake by 1.1% in Q2 2026, selling an estimated $37K and leaving 74,298 shares worth $3.24M. The position accounts for 0.03% of the portfolio, ranked #537.

Atria Investments first reported a position in FIXD in Q4 2017 and has held it in 32 quarters since. The position peaked at $49.5M in Q3 2020. 317 funds tracked by Wall St. Rank hold FIXD as of Q2 2026.

Atria Investments held 74,298 shares of First Trust Smith Opportunistic Fixed Income ETF worth $3.24M as of Q2 2026.
Atria Investments sold 847 First Trust Smith Opportunistic Fixed Income ETF shares in Q2 2026, an estimated $37K.
First Trust Smith Opportunistic Fixed Income ETF made up 0.03% of Atria Investments's portfolio in Q2 2026, its #537 holding.
Atria Investments first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q4 2017 and has held it in 32 quarters since.
Atria Investments's First Trust Smith Opportunistic Fixed Income ETF position peaked at $49.5M in Q3 2020.
317 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.