Diversify Advisory Services’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Diversify Advisory Services’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 Q1	–	Sell	-4,713	Closed	-$209K	–	443
2025 Q4	$209K	Sell	4,713 -8,376	-64%	-$373K	0.01%	871
2025 Q3	$582K	Sell	13,089 -2,808	-18%	-$124K	0.02%	518
2025 Q2	$698K	Sell	15,897 -431	-3%	-$18.7K	0.03%	426
2025 Q1	$715K	Sell	16,328 -2,814	-15%	-$122K	0.04%	281
2024 Q4	$813K	Sell	19,142 -6,413	-25%	-$281K	0.04%	259
2024 Q3	$1.12M	Hold	25,555	–	–	0.06%	238
2024 Q2	$1.11M	Sell	25,555 -5,986	-19%	-$257K	0.06%	227
2024 Q1	$1.36M	Buy	+31,541	New	+$1.38M	0.08%	196

Other funds holding FIXD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Diversify Advisory Services's FIXD Position: Q1 2026 in Review

Diversify Advisory Services sold out of First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q1 2026, closing a stake of 4,713 shares — an estimated $209K sold.

Diversify Advisory Services first reported a position in FIXD in Q1 2024 and held it in 8 quarters. The position peaked at $1.36M in Q1 2024. 321 funds tracked by Wall St. Rank hold FIXD as of Q1 2026.

Diversify Advisory Services reported no remaining First Trust Smith Opportunistic Fixed Income ETF position as of Q1 2026 after selling out during the quarter.
Diversify Advisory Services sold 4,713 First Trust Smith Opportunistic Fixed Income ETF shares in Q1 2026, an estimated $209K.
Diversify Advisory Services first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q1 2024 and held it in 8 quarters.
Diversify Advisory Services's First Trust Smith Opportunistic Fixed Income ETF position peaked at $1.36M in Q1 2024.
321 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.