Founders Financial Alliance’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Founders Financial Alliance’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	$8.11K	Hold	186	–	–	﹤0.01%	702
2026 Q1	$8.11K	Hold	186	–	–	﹤0.01%	652
2025 Q4	$8.24K	Sell	186 -474	-72%	-$21.1K	﹤0.01%	521
2025 Q3	$29.3K	Buy	660 +499	+310%	+$22K	0.01%	536
2025 Q2	$7.07K	Buy	161 +22	+16%	+$955	﹤0.01%	477
2025 Q1	$6.09K	Buy	+139	New	+$6.03K	﹤0.01%	548
2020 Q4	–	Sell	-190	Closed	-$10K	–	726
2020 Q3	$10K	Buy	+190	New	+$10.5K	0.01%	766

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

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

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

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

Founders Financial Alliance's FIXD Position: Q2 2026 in Review

Founders Financial Alliance held its First Trust Smith Opportunistic Fixed Income ETF (FIXD) position steady in Q2 2026 at 186 shares worth $8.11K. The position accounts for ﹤0.01% of the portfolio, ranked #702.

Founders Financial Alliance first reported a position in FIXD in Q3 2020 and has held it in 7 quarters since. The position peaked at $29.3K in Q3 2025. 317 funds tracked by Wall St. Rank hold FIXD as of Q2 2026.

Founders Financial Alliance held 186 shares of First Trust Smith Opportunistic Fixed Income ETF worth $8.11K as of Q2 2026.
Founders Financial Alliance left its First Trust Smith Opportunistic Fixed Income ETF share count unchanged in Q2 2026.
First Trust Smith Opportunistic Fixed Income ETF made up ﹤0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #702 holding.
Founders Financial Alliance first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q3 2020 and has held it in 7 quarters since.
Founders Financial Alliance's First Trust Smith Opportunistic Fixed Income ETF position peaked at $29.3K in Q3 2025.
317 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.