FFA
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Farther Finance Advisors’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Farther Finance 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
Q3 		$2.17M Sell
52,488
-4,130
-7% -$177K 0.02% 736
2026
Q2 		$2.47M Sell
56,618
-7,206
-11% -$315K 0.02% 647
2026
Q1 		$2.79M Sell
63,824
-42,666
-40% -$1.89M 0.03% 518
2025
Q4 		$4.72M Buy
106,490
+49,623
+87% +$2.21M 0.05% 321
2025
Q3 		$2.53M Sell
56,867
-4,647
-8% -$204K 0.04% 369
2025
Q2 		$2.7M Sell
61,514
-14,142
-19% -$614K 0.05% 292
2025
Q1 		$3.33M Buy
75,656
+441
+0.6% +$19.1K 0.08% 214
2024
Q4 		$3.23M Buy
75,215
+50,567
+205% +$2.21M 0.12% 149
2024
Q3 		$1.12M Buy
24,648
+17,164
+229% +$765K 0.04% 319
2024
Q2 		$321K Buy
7,484
+42
+0.6% +$1.8K 0.02% 647
2024
Q1 		$322K Buy
7,442
+3,934
+112% +$172K 0.02% 515
2023
Q4 		$156K Sell
3,508
-3,105
-47% -$132K 0.01% 639
2023
Q3 		$278K Sell
6,613
-766
-10% -$33.2K 0.04% 311
2023
Q2 		$326K Sell
7,379
-33
-0.4% -$1.48K 0.07% 226
2023
Q1 		$334K Buy
7,412
+171
+2% +$7.66K 0.1% 187
2022
Q4 		$318K Buy
+7,241
New +$316K 0.12% 165

Other funds holding FIXD

PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
CP
Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

Farther Finance Advisors's FIXD Position: Q3 2026 in Review

Farther Finance Advisors reduced its First Trust Smith Opportunistic Fixed Income ETF (FIXD) stake by 7.3% in Q3 2026, selling an estimated $177K and leaving 52,488 shares worth $2.17M. The position accounts for 0.02% of the portfolio, ranked #736.

Farther Finance Advisors first reported a position in FIXD in Q4 2022 and has held it in 16 quarters since. The position peaked at $4.72M in Q4 2025. 12 funds tracked by Wall St. Rank hold FIXD as of Q3 2026.

  • Farther Finance Advisors held 52,488 shares of First Trust Smith Opportunistic Fixed Income ETF worth $2.17M as of Q3 2026.
  • Farther Finance Advisors sold 4,130 First Trust Smith Opportunistic Fixed Income ETF shares in Q3 2026, an estimated $177K.
  • First Trust Smith Opportunistic Fixed Income ETF made up 0.02% of Farther Finance Advisors's portfolio in Q3 2026, its #736 holding.
  • Farther Finance Advisors first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's First Trust Smith Opportunistic Fixed Income ETF position peaked at $4.72M in Q4 2025.
  • 12 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.