Columbia Advisory Partners’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Columbia Advisory Partners’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	$1.55M	Buy	35,497 +926	+3%	+$40.4K	0.85%	29
2026 Q1	$1.51M	Sell	34,571 -2,150	-6%	-$95.2K	0.96%	28
2025 Q4	$1.63M	Sell	36,721 -5,619	-13%	-$250K	1.11%	18
2025 Q3	$1.88M	Buy	42,340 +8,855	+26%	+$390K	1.3%	14
2025 Q2	$1.47M	Sell	33,485 -2,288	-6%	-$99.3K	1.11%	17
2025 Q1	$1.57M	Sell	35,773 -435	-1%	-$18.9K	1.36%	17
2024 Q4	$1.56M	Buy	36,208 +2,158	+6%	+$94.5K	1.45%	15
2024 Q3	$1.54M	Sell	34,050 -3,938	-10%	-$176K	1.46%	12
2024 Q2	$1.64M	Buy	37,988 +10,161	+37%	+$436K	1.6%	12
2024 Q1	$1.21M	Buy	27,827 +5,367	+24%	+$235K	1.23%	13
2023 Q4	$1M	Buy	22,460 +212	+1%	+$9.03K	1.03%	16
2023 Q3	$936K	Buy	22,248 +11,503	+107%	+$499K	1.02%	15
2023 Q2	$475K	Buy	+10,745	New	+$481K	0.51%	30

Other funds holding FIXD

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Columbia Advisory Partners's FIXD Position: Q2 2026 in Review

Columbia Advisory Partners increased its First Trust Smith Opportunistic Fixed Income ETF (FIXD) stake by 2.7% in Q2 2026, buying an estimated $40.4K and bringing the position to 35,497 shares worth $1.55M. The position accounts for 0.85% of the portfolio, ranked #29.

Columbia Advisory Partners first reported a position in FIXD in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.88M in Q3 2025. 123 funds tracked by Wall St. Rank hold FIXD as of Q2 2026.

Columbia Advisory Partners held 35,497 shares of First Trust Smith Opportunistic Fixed Income ETF worth $1.55M as of Q2 2026.
Columbia Advisory Partners bought 926 First Trust Smith Opportunistic Fixed Income ETF shares in Q2 2026, an estimated $40.4K.
First Trust Smith Opportunistic Fixed Income ETF made up 0.85% of Columbia Advisory Partners's portfolio in Q2 2026, its #29 holding.
Columbia Advisory Partners first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q2 2023 and has held it in 13 quarters since.
Columbia Advisory Partners's First Trust Smith Opportunistic Fixed Income ETF position peaked at $1.88M in Q3 2025.
123 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q2 2026.

Based on Columbia Advisory Partners's 13F filing for Q2 2026, filed 23 Jul 2026.