HCR Wealth Advisors’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

HCR Wealth 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 Q2	$1.62M	Buy	37,095 +476	+1%	+$20.8K	0.14%	91
2026 Q1	$1.6M	Buy	36,619 +274	+0.8%	+$12.1K	0.17%	86
2025 Q4	$1.61M	Buy	36,345 +287	+0.8%	+$12.8K	0.16%	85
2025 Q3	$1.61M	Buy	36,058 +732	+2%	+$32.2K	0.17%	78
2025 Q2	$1.55M	Sell	35,326 -38	-0.1%	-$1.65K	0.18%	76
2025 Q1	$1.55M	Buy	35,364 +1,763	+5%	+$76.4K	0.2%	75
2024 Q4	$1.44M	Sell	33,601 -3,601	-10%	-$158K	0.18%	81
2024 Q3	$1.68M	Sell	37,202 -4,930	-12%	-$220K	0.22%	71
2024 Q2	$1.81M	Sell	42,132 -4,716	-10%	-$202K	0.26%	61
2024 Q1	$2.04M	Sell	46,848 -11,575	-20%	-$507K	0.31%	58
2023 Q4	$2.61M	Buy	58,423 +15,112	+35%	+$644K	0.41%	42
2023 Q3	$1.82M	Sell	43,311 -130	-0.3%	-$5.64K	0.4%	47
2023 Q2	$1.92M	Sell	43,441 -3,444	-7%	-$154K	0.36%	58
2023 Q1	$2.11M	Buy	46,885 +410	+0.9%	+$18.4K	0.42%	50
2022 Q4	$2.04M	Buy	46,475 +409	+0.9%	+$17.8K	0.43%	51
2022 Q3	$2.01M	Sell	46,066 -6,550	-12%	-$303K	0.43%	45
2022 Q2	$2.44M	Sell	52,616 -5,236	-9%	-$248K	0.49%	42
2022 Q1	$2.87M	Sell	57,852 -85	-0.1%	-$4.36K	0.47%	47
2021 Q4	$3.08M	Buy	57,937 +3,440	+6%	+$184K	0.48%	44
2021 Q3	$2.92M	Buy	54,497 +12,605	+30%	+$681K	0.49%	47
2021 Q2	$2.25M	Buy	41,892 +2,190	+6%	+$117K	0.39%	55
2021 Q1	$2.1M	Buy	39,702 +1,357	+4%	+$73K	0.41%	53
2020 Q4	$2.1M	Buy	38,345 +16,165	+73%	+$891K	0.44%	46
2020 Q3	$1.22M	Buy	22,180 +6,300	+40%	+$348K	0.28%	71
2020 Q2	$871K	Hold	15,880	–	–	0.2%	76
2020 Q1	$837K	Buy	15,880 +3,000	+23%	+$157K	0.24%	72
2019 Q4	$667K	Buy	+12,880	New	+$675K	0.16%	86

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

HCR Wealth Advisors's FIXD Position: Q2 2026 in Review

HCR Wealth Advisors increased its First Trust Smith Opportunistic Fixed Income ETF (FIXD) stake by 1.3% in Q2 2026, buying an estimated $20.8K and bringing the position to 37,095 shares worth $1.62M. The position accounts for 0.14% of the portfolio, ranked #91.

HCR Wealth Advisors first reported a position in FIXD in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.08M in Q4 2021. 317 funds tracked by Wall St. Rank hold FIXD as of Q2 2026.

HCR Wealth Advisors held 37,095 shares of First Trust Smith Opportunistic Fixed Income ETF worth $1.62M as of Q2 2026.
HCR Wealth Advisors bought 476 First Trust Smith Opportunistic Fixed Income ETF shares in Q2 2026, an estimated $20.8K.
First Trust Smith Opportunistic Fixed Income ETF made up 0.14% of HCR Wealth Advisors's portfolio in Q2 2026, its #91 holding.
HCR Wealth Advisors first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q4 2019 and has held it in 27 quarters since.
HCR Wealth Advisors's First Trust Smith Opportunistic Fixed Income ETF position peaked at $3.08M in Q4 2021.
317 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.