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

Cambridge 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	$949K	Buy	21,755 +26	+0.1%	+$1.14K	0.16%	88
2026 Q1	$947K	Sell	21,729 -781	-3%	-$34.6K	0.18%	88
2025 Q4	$998K	Sell	22,510 -156	-0.7%	-$6.95K	0.19%	83
2025 Q3	$1.01M	Buy	22,666 +34	+0.2%	+$1.5K	0.2%	78
2025 Q2	$993K	Sell	22,632 -7,453	-25%	-$324K	0.21%	74
2025 Q1	$1.32M	Sell	30,085 -191	-0.6%	-$8.28K	0.29%	56
2024 Q4	$1.3M	Sell	30,276 -14,965	-33%	-$656K	0.29%	57
2024 Q3	$2.05M	Sell	45,241 -1,047	-2%	-$46.7K	0.45%	38
2024 Q2	$1.99M	Sell	46,288 -4,239	-8%	-$182K	0.46%	37
2024 Q1	$2.2M	Sell	50,527 -5,234	-9%	-$229K	0.52%	34
2023 Q4	$2.49M	Sell	55,761 -2,547	-4%	-$108K	0.62%	30
2023 Q3	$2.45M	Buy	58,308 +23,328	+67%	+$1.01M	0.66%	25
2023 Q2	$1.55M	Buy	34,980 +16,633	+91%	+$745K	0.4%	37
2023 Q1	$827K	Sell	18,347 -547	-3%	-$24.5K	0.21%	81
2022 Q4	$830K	Sell	18,894 -609	-3%	-$26.6K	0.22%	77
2022 Q3	$849K	Sell	19,503 -10,661	-35%	-$492K	0.24%	71
2022 Q2	$1.4M	Sell	30,164 -19,062	-39%	-$902K	0.38%	43
2022 Q1	$2.44M	Sell	49,226 -988	-2%	-$50.6K	0.58%	26
2021 Q4	$2.67M	Sell	50,214 -416	-0.8%	-$22.2K	0.6%	26
2021 Q3	$2.71M	Sell	50,630 -8,000	-14%	-$432K	0.66%	22
2021 Q2	$3.14M	Sell	58,630 -2,345	-4%	-$125K	0.76%	21
2021 Q1	$3.22M	Buy	60,975 +1,413	+2%	+$76K	0.82%	22
2020 Q4	$3.26M	Buy	59,562 +3,101	+5%	+$171K	0.88%	20
2020 Q3	$3.11M	Buy	56,461 +37,867	+204%	+$2.09M	0.92%	21
2020 Q2	$1.02M	Buy	18,594 +11,516	+163%	+$623K	0.32%	55
2020 Q1	$373K	Sell	7,078 -498	-7%	-$26.1K	0.14%	97
2019 Q4	$393K	Buy	+7,576	New	+$397K	0.12%	108

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

Cambridge Advisors's FIXD Position: Q2 2026 in Review

Cambridge Advisors increased its First Trust Smith Opportunistic Fixed Income ETF (FIXD) stake by 0.12% in Q2 2026, buying an estimated $1.14K and bringing the position to 21,755 shares worth $949K. The position accounts for 0.16% of the portfolio, ranked #88.

Cambridge Advisors first reported a position in FIXD in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.26M in Q4 2020. 49 funds tracked by Wall St. Rank hold FIXD as of Q2 2026.

Cambridge Advisors held 21,755 shares of First Trust Smith Opportunistic Fixed Income ETF worth $949K as of Q2 2026.
Cambridge Advisors bought 26 First Trust Smith Opportunistic Fixed Income ETF shares in Q2 2026, an estimated $1.14K.
First Trust Smith Opportunistic Fixed Income ETF made up 0.16% of Cambridge Advisors's portfolio in Q2 2026, its #88 holding.
Cambridge Advisors first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q4 2019 and has held it in 27 quarters since.
Cambridge Advisors's First Trust Smith Opportunistic Fixed Income ETF position peaked at $3.26M in Q4 2020.
49 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q2 2026.

Based on Cambridge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.