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 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 $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s FIXD Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) opened a new position in First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q1 2026: 716 shares worth $31.2K. The stake represents ﹤0.01% of the portfolio and ranks #469 among its holdings. This is a return to the name: Guardian Wealth Advisors (North Carolina) previously reported a position in FIXD as recently as Q2 2025.

Guardian Wealth Advisors (North Carolina) first reported a position in FIXD in Q3 2023 and has held it in 9 quarters since. The position peaked at $6.33M in Q3 2024. 320 funds tracked by Wall St. Rank hold FIXD as of Q1 2026.

Guardian Wealth Advisors (North Carolina) held 716 shares of First Trust Smith Opportunistic Fixed Income ETF worth $31.2K as of Q1 2026.
First Trust Smith Opportunistic Fixed Income ETF was a new Guardian Wealth Advisors (North Carolina) position in Q1 2026.
First Trust Smith Opportunistic Fixed Income ETF made up ﹤0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #469 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q3 2023 and has held it in 9 quarters since.
Guardian Wealth Advisors (North Carolina)'s First Trust Smith Opportunistic Fixed Income ETF position peaked at $6.33M in Q3 2024.
320 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.