Cambridge Investment Research Advisors
FIXD icon

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

Cambridge Investment Research 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 		$29.4M Sell
673,508
-91,423
-12% -$3.99M 0.07% 298
2026
Q1 		$33.3M Buy
764,931
+13,212
+2% +$585K 0.09% 226
2025
Q4 		$33.3M Sell
751,719
-114,175
-13% -$5.08M 0.09% 226
2025
Q3 		$38.5M Buy
865,894
+41,561
+5% +$1.83M 0.11% 178
2025
Q2 		$36.2M Sell
824,333
-128,871
-14% -$5.6M 0.11% 185
2025
Q1 		$41.8M Buy
953,204
+6,608
+0.7% +$286K 0.14% 136
2024
Q4 		$40.7M Buy
946,596
+15,236
+2% +$667K 0.14% 141
2024
Q3 		$42.1M Buy
931,360
+65,387
+8% +$2.92M 0.14% 137
2024
Q2 		$37.3M Sell
865,973
-10,417
-1% -$447K 0.14% 139
2024
Q1 		$38.2M Buy
876,390
+38,192
+5% +$1.67M 0.15% 129
2023
Q4 		$37.4M Buy
838,198
+107,502
+15% +$4.58M 0.16% 118
2023
Q3 		$30.7M Sell
730,696
-141,643
-16% -$6.14M 0.14% 137
2023
Q2 		$38.5M Buy
872,339
+419,141
+92% +$18.8M 0.18% 109
2023
Q1 		$20.4M Buy
453,198
+60,144
+15% +$2.7M 0.1% 213
2022
Q4 		$17.3M Buy
393,054
+32,075
+9% +$1.4M 0.09% 221
2022
Q3 		$15.7M Sell
360,979
-8,530
-2% -$394K 0.09% 230
2022
Q2 		$17.1M Buy
369,509
+7,883
+2% +$373K 0.09% 215
2022
Q1 		$17.9M Sell
361,626
-1,849
-0.5% -$94.8K 0.08% 237
2021
Q4 		$19.3M Buy
363,475
+51,428
+16% +$2.74M 0.09% 226
2021
Q3 		$16.7M Buy
312,047
+30,295
+11% +$1.64M 0.08% 237
2021
Q2 		$15.1M Sell
281,752
-84,902
-23% -$4.53M 0.07% 262
2021
Q1 		$19.4M Sell
366,654
-106,606
-23% -$5.74M 0.11% 201
2020
Q4 		$25.9M Buy
473,260
+1,316
+0.3% +$72.5K 0.15% 135
2020
Q3 		$26M Buy
471,944
+147,809
+46% +$8.17M 0.18% 123
2020
Q2 		$17.8M Buy
324,135
+230,104
+245% +$12.4M 0.13% 161
2020
Q1 		$4.96M Buy
94,031
+41,344
+78% +$2.17M 0.05% 367
2019
Q4 		$2.73M Buy
52,687
+10,952
+26% +$574K 0.02% 659
2019
Q3 		$2.2M Sell
41,735
-184,138
-82% -$9.64M 0.02% 712
2019
Q2 		$11.7M Buy
225,873
+221,825
+5,480% +$11.3M 0.11% 191
2019
Q1 		$205K Sell
4,048
-704
-15% -$35.1K ﹤0.01% 2058
2018
Q4 		$234K Buy
4,752
+283
+6% +$13.8K ﹤0.01% 1826
2018
Q3 		$219K Sell
4,469
-2,047
-31% -$101K ﹤0.01% 1997
2018
Q2 		$321K Sell
6,516
-23,662
-78% -$1.16M ﹤0.01% 1682
2018
Q1 		$1.5M Buy
30,178
+3,743
+14% +$186K 0.02% 736
2017
Q4 		$1.34M Buy
+26,435
New +$1.34M 0.02% 764

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 22.96% 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

Cambridge Investment Research Advisors's FIXD Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its First Trust Smith Opportunistic Fixed Income ETF (FIXD) stake by 12% in Q2 2026, selling an estimated $3.99M and leaving 673,508 shares worth $29.4M. The position accounts for 0.07% of the portfolio, ranked #298.

Cambridge Investment Research Advisors first reported a position in FIXD in Q4 2017 and has held it in 35 quarters since. The position peaked at $42.1M in Q3 2024. 317 funds tracked by Wall St. Rank hold FIXD as of Q2 2026.

  • Cambridge Investment Research Advisors held 673,508 shares of First Trust Smith Opportunistic Fixed Income ETF worth $29.4M as of Q2 2026.
  • Cambridge Investment Research Advisors sold 91,423 First Trust Smith Opportunistic Fixed Income ETF shares in Q2 2026, an estimated $3.99M.
  • First Trust Smith Opportunistic Fixed Income ETF made up 0.07% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #298 holding.
  • Cambridge Investment Research Advisors first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q4 2017 and has held it in 35 quarters since.
  • Cambridge Investment Research Advisors's First Trust Smith Opportunistic Fixed Income ETF position peaked at $42.1M in Q3 2024.
  • 317 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.