CFCI
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Comprehensive Financial Consultants Institutional’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Comprehensive Financial Consultants Institutional’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 		$816K Buy
18,721
+1,152
+7% +$50.3K 0.22% 114
2026
Q1 		$766K Buy
17,569
+298
+2% +$13.2K 0.23% 112
2025
Q4 		$765K Sell
17,271
-704
-4% -$31.4K 0.23% 108
2025
Q3 		$798K Buy
17,975
+18
+0.1% +$792 0.25% 106
2025
Q2 		$788K Sell
17,957
-449
-2% -$19.5K 0.26% 112
2025
Q1 		$807K Buy
18,406
+132
+0.7% +$5.72K 0.29% 103
2024
Q4 		$785K Buy
18,274
+106
+0.6% +$4.64K 0.29% 102
2024
Q3 		$822K Buy
18,168
+3,071
+20% +$137K 0.3% 102
2024
Q2 		$650K Sell
15,097
-1
-0% -$43 0.25% 106
2024
Q1 		$658K Buy
15,098
+185
+1% +$8.11K 0.27% 105
2023
Q4 		$665K Buy
14,913
+101
+0.7% +$4.3K 0.31% 102
2023
Q3 		$623K Buy
14,812
+980
+7% +$42.5K 0.33% 99
2023
Q2 		$613K Sell
13,832
-761
-5% -$34.1K 0.32% 103
2023
Q1 		$658K Sell
14,593
-1,872
-11% -$83.9K 0.37% 95
2022
Q4 		$750K Sell
16,465
-549
-3% -$23.9K 0.45% 86
2022
Q3 		$728K Sell
17,014
-1,151
-6% -$53.2K 0.48% 80
2022
Q2 		$846K Sell
18,165
-293
-2% -$13.9K 0.6% 67
2022
Q1 		$866K Sell
18,458
-356
-2% -$18.2K 0.6% 66
2021
Q4 		$960K Buy
+18,814
New +$1M 0.62% 59

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 22.9% 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

Comprehensive Financial Consultants Institutional's FIXD Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional increased its First Trust Smith Opportunistic Fixed Income ETF (FIXD) stake by 6.6% in Q2 2026, buying an estimated $50.3K and bringing the position to 18,721 shares worth $816K. The position accounts for 0.22% of the portfolio, ranked #114.

Comprehensive Financial Consultants Institutional first reported a position in FIXD in Q4 2021 and has held it in 19 quarters since. The position peaked at $960K in Q4 2021. 317 funds tracked by Wall St. Rank hold FIXD as of Q2 2026.

  • Comprehensive Financial Consultants Institutional held 18,721 shares of First Trust Smith Opportunistic Fixed Income ETF worth $816K as of Q2 2026.
  • Comprehensive Financial Consultants Institutional bought 1,152 First Trust Smith Opportunistic Fixed Income ETF shares in Q2 2026, an estimated $50.3K.
  • First Trust Smith Opportunistic Fixed Income ETF made up 0.22% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #114 holding.
  • Comprehensive Financial Consultants Institutional first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q4 2021 and has held it in 19 quarters since.
  • Comprehensive Financial Consultants Institutional's First Trust Smith Opportunistic Fixed Income ETF position peaked at $960K in Q4 2021.
  • 317 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.