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 Q3	$445K	Sell	10,782 -10,973	-50%	-$470K	0.08%	131
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

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return

LexAurum Advisors Overland Park, Kansas $893M AUM

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

BAWM

Bennett Associates Wealth Management Butler, Pennsylvania $165M AUM 14% 1-Year Est. Return

Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return

HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return

Cambridge Advisors's FIXD Position: Q3 2026 in Review

Cambridge Advisors reduced its First Trust Smith Opportunistic Fixed Income ETF (FIXD) stake by 50% in Q3 2026, selling an estimated $470K and leaving 10,782 shares worth $445K. The position accounts for 0.08% of the portfolio, ranked #131.

Cambridge Advisors first reported a position in FIXD in Q4 2019 and has held it in 28 quarters since. The position peaked at $3.26M in Q4 2020. 62 funds tracked by Wall St. Rank hold FIXD as of Q3 2026.

Cambridge Advisors held 10,782 shares of First Trust Smith Opportunistic Fixed Income ETF worth $445K as of Q3 2026.
Cambridge Advisors sold 10,973 First Trust Smith Opportunistic Fixed Income ETF shares in Q3 2026, an estimated $470K.
First Trust Smith Opportunistic Fixed Income ETF made up 0.08% of Cambridge Advisors's portfolio in Q3 2026, its #131 holding.
Cambridge Advisors first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q4 2019 and has held it in 28 quarters since.
Cambridge Advisors's First Trust Smith Opportunistic Fixed Income ETF position peaked at $3.26M in Q4 2020.
62 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q3 2026.

Based on Cambridge Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.