Guardian Wealth Advisors (North Carolina)’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	–	Sell	-716	Closed	-$31.2K	–	438
2026 Q1	$31.2K	Buy	+716	New	+$31.7K	﹤0.01%	469
2025 Q3	–	Sell	-81,529	Closed	-$3.58M	–	407
2025 Q2	$3.58M	Buy	81,529 +4,073	+5%	+$177K	0.25%	60
2025 Q1	$3.4M	Buy	77,456 +647	+0.8%	+$28K	0.27%	58
2024 Q4	$3.3M	Sell	76,809 -63,166	-45%	-$2.77M	0.26%	57
2024 Q3	$6.33M	Buy	139,975 +8,624	+7%	+$385K	0.67%	25
2024 Q2	$5.65M	Buy	131,351 +5,906	+5%	+$253K	0.66%	27
2024 Q1	$5.47M	Buy	125,445 +4,641	+4%	+$203K	0.67%	28
2023 Q4	$5.39M	Buy	120,804 +3,731	+3%	+$159K	0.82%	21
2023 Q3	$4.92M	Buy	+117,073	New	+$5.08M	0.84%	20

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 22.9% 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

Guardian Wealth Advisors (North Carolina)'s FIXD Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q2 2026, closing a stake of 716 shares — an estimated $31.2K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in FIXD in Q3 2023 and held it in 9 quarters. The position peaked at $6.33M in Q3 2024. 317 funds tracked by Wall St. Rank hold FIXD as of Q2 2026.

Guardian Wealth Advisors (North Carolina) reported no remaining First Trust Smith Opportunistic Fixed Income ETF position as of Q2 2026 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 716 First Trust Smith Opportunistic Fixed Income ETF shares in Q2 2026, an estimated $31.2K.
Guardian Wealth Advisors (North Carolina) first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q3 2023 and held it in 9 quarters.
Guardian Wealth Advisors (North Carolina)'s First Trust Smith Opportunistic Fixed Income ETF position peaked at $6.33M in Q3 2024.
317 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.