Coppell Advisory Solutions’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$40.9K Buy
+278,944
New +$12.2M ﹤0.01% 464
2026
Q1
Sell
-114,874
Closed -$5.1M 127
2025
Q4
$5.1M Buy
114,874
+396
+0.3% +$17.6K 0.5% 38
2025
Q3
$5.09M Sell
114,478
-5,664
-5% -$249K 0.54% 36
2025
Q2
$5.25M Sell
120,142
-200,548
-63% -$8.71M 0.62% 32
2025
Q1
$14M Sell
320,690
-1,671,503
-84% -$72.5M 1.95% 9
2024
Q4
$85.9M Buy
1,992,193
+954,342
+92% +$41.8M 12.01% 1
2024
Q3
$47.1M Buy
1,037,851
+800,727
+338% +$35.7M 6.93% 1
2024
Q2
$10.2M Buy
+237,124
New +$10.2M 1.68% 10
2023
Q4
$20.4M Sell
458,031
-259,233
-36% -$11M 4.07% 2
2023
Q3
$31.5M Buy
717,264
+119,956
+20% +$5.2M 10.84% 1
2023
Q2
$26.3M Buy
597,308
+297,299
+99% +$13.3M 7.45% 2
2023
Q1
$13.5M Sell
300,009
-417,255
-58% -$18.7M 4.41% 2
2022
Q4
$31.5M Buy
+717,264
New +$31.3M 10.67% 1
2020
Q4
$17.2M Buy
+314,727
New +$17.3M 8.69% 1

Other funds holding FIXD

Coppell Advisory Solutions's FIXD Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q2 2026: 278,944 shares worth $40.9K. The stake represents ﹤0.01% of the portfolio and ranks #464 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in FIXD as recently as Q4 2025.

Coppell Advisory Solutions first reported a position in FIXD in Q4 2020 and has held it in 14 quarters since. The position peaked at $85.9M in Q4 2024. 317 funds tracked by Wall St. Rank hold FIXD as of Q2 2026.

  • Coppell Advisory Solutions held 278,944 shares of First Trust Smith Opportunistic Fixed Income ETF worth $40.9K as of Q2 2026.
  • First Trust Smith Opportunistic Fixed Income ETF was a new Coppell Advisory Solutions position in Q2 2026.
  • First Trust Smith Opportunistic Fixed Income ETF made up ﹤0.01% of Coppell Advisory Solutions's portfolio in Q2 2026, its #464 holding.
  • Coppell Advisory Solutions first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q4 2020 and has held it in 14 quarters since.
  • Coppell Advisory Solutions's First Trust Smith Opportunistic Fixed Income ETF position peaked at $85.9M in Q4 2024.
  • 317 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.