IA
FIXD icon

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

IFP 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
Q1 		$9.01M Buy
206,631
+4,303
+2% +$190K 0.19% 118
2025
Q4 		$8.97M Sell
202,328
-6,226
-3% -$277K 0.2% 104
2025
Q3 		$9.26M Sell
208,554
-5,831
-3% -$257K 0.24% 85
2025
Q2 		$9.41M Buy
214,385
+5,126
+2% +$223K 0.27% 74
2025
Q1 		$9.17M Sell
209,259
-15,349
-7% -$665K 0.28% 71
2024
Q4 		$9.65M Buy
224,608
+21,291
+10% +$933K 0.32% 60
2024
Q3 		$9.2M Buy
203,317
+7,349
+4% +$328K 0.33% 64
2024
Q2 		$8.44M Sell
195,968
-41,669
-18% -$1.79M 0.33% 61
2024
Q1 		$10.4M Buy
237,637
+74,446
+46% +$3.26M 0.45% 48
2023
Q4 		$7.28M Sell
163,191
-52,459
-24% -$2.23M 0.34% 65
2023
Q3 		$9.07M Sell
215,650
-10,126
-4% -$439K 0.41% 56
2023
Q2 		$9.97M Sell
225,776
-399,549
-64% -$17.9M 0.42% 50
2023
Q1 		$30.9M Buy
625,325
+288,592
+86% +$12.9M 1.34% 8
2022
Q4 		$16.6M Buy
336,733
+93,972
+39% +$4.1M 0.44% 39
2022
Q3 		$12M Buy
242,761
+1,269
+0.5% +$58.6K 0.31% 57
2022
Q2 		$11.9M Hold
241,492
– – 0.38% 46
2022
Q1 		$11.9M Sell
241,492
-36,772
-13% -$1.88M 0.38% 46
2021
Q4 		$14.8M Sell
278,264
-8,002
-3% -$427K 0.29% 34
2021
Q3 		$15.4M Buy
286,266
+118,243
+70% +$6.38M 0.31% 32
2021
Q2 		$9.01M Sell
168,023
-41,351
-20% -$2.21M 0.19% 59
2021
Q1 		$11.1M Sell
209,374
-262,680
-56% -$14.1M 0.22% 40
2020
Q4 		$25.8M Buy
472,054
+198,597
+73% +$10.9M 1.05% 12
2020
Q3 		$15M Buy
273,457
+200,879
+277% +$11.1M 0.9% 13
2020
Q2 		$3.96M Buy
72,578
+3,535
+5% +$191K 0.31% 67
2020
Q1 		$3.58M Buy
69,043
+10,648
+18% +$558K 0.36% 63
2019
Q4 		$3.03M Buy
58,395
+26,741
+84% +$1.4M 0.23% 99
2019
Q3 		$1.67M Buy
+31,654
New +$1.66M 0.11% 209
2019
Q1 		$785K Buy
15,466
+10,847
+235% +$540K 0.11% 199
2018
Q4 		$228K Sell
4,619
-625
-12% -$30.5K 0.01% 812
2018
Q3 		$257K Buy
5,244
+31
+0.6% +$1.53K 0.01% 943
2018
Q2 		$256K Sell
5,213
-16,245
-76% -$800K 0.01% 944
2018
Q1 		$1.09M Hold
21,458
– – 0.05% 365
2017
Q4 		$1.09M Buy
+21,458
New +$1.09M 0.05% 364

Other funds holding FIXD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

IFP Advisors's FIXD Position: Q1 2026 in Review

IFP Advisors increased its First Trust Smith Opportunistic Fixed Income ETF (FIXD) stake by 2.1% in Q1 2026, buying an estimated $190K and bringing the position to 206,631 shares worth $9.01M. The position accounts for 0.19% of the portfolio, ranked #118.

IFP Advisors first reported a position in FIXD in Q4 2017 and has held it in 33 quarters since. The position peaked at $30.9M in Q1 2023. 320 funds tracked by Wall St. Rank hold FIXD as of Q1 2026.

  • IFP Advisors held 206,631 shares of First Trust Smith Opportunistic Fixed Income ETF worth $9.01M as of Q1 2026.
  • IFP Advisors bought 4,303 First Trust Smith Opportunistic Fixed Income ETF shares in Q1 2026, an estimated $190K.
  • First Trust Smith Opportunistic Fixed Income ETF made up 0.19% of IFP Advisors's portfolio in Q1 2026, its #118 holding.
  • IFP Advisors first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q4 2017 and has held it in 33 quarters since.
  • IFP Advisors's First Trust Smith Opportunistic Fixed Income ETF position peaked at $30.9M in Q1 2023.
  • 320 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.