BlueChip Wealth Advisors’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

BlueChip Wealth 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	$684K	Hold	15,688	–	–	0.26%	74
2026 Q1	$684K	Buy	15,688 +2,392	+18%	+$106K	0.3%	60
2025 Q4	$589K	Hold	13,296	–	–	0.25%	65
2025 Q3	$591K	Buy	13,296 +131	+1%	+$5.76K	0.25%	67
2025 Q2	$578K	Hold	13,165	–	–	0.26%	74
2025 Q1	$577K	Sell	13,165 -2,119	-14%	-$91.9K	0.28%	73
2024 Q4	$657K	Buy	15,284 +4,878	+47%	+$214K	0.36%	60
2024 Q3	$471K	Hold	10,406	–	–	0.25%	79
2024 Q2	$448K	Buy	+10,406	New	+$446K	0.26%	77

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

BlueChip Wealth Advisors's FIXD Position: Q2 2026 in Review

BlueChip Wealth Advisors held its First Trust Smith Opportunistic Fixed Income ETF (FIXD) position steady in Q2 2026 at 15,688 shares worth $684K. The position accounts for 0.26% of the portfolio, ranked #74.

BlueChip Wealth Advisors first reported a position in FIXD in Q2 2024 and has held it in 9 quarters since. 317 funds tracked by Wall St. Rank hold FIXD as of Q2 2026.

BlueChip Wealth Advisors held 15,688 shares of First Trust Smith Opportunistic Fixed Income ETF worth $684K as of Q2 2026.
BlueChip Wealth Advisors left its First Trust Smith Opportunistic Fixed Income ETF share count unchanged in Q2 2026.
First Trust Smith Opportunistic Fixed Income ETF made up 0.26% of BlueChip Wealth Advisors's portfolio in Q2 2026, its #74 holding.
BlueChip Wealth Advisors first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q2 2024 and has held it in 9 quarters since.
317 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q2 2026.

Based on BlueChip Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.