IFP Advisors’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $7.38M | Sell |
169,238
-37,393
| -18% | -$1.63M | 0.13% | 175 |
|
|
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
IFP Advisors's FIXD Position: Q2 2026 in Review
IFP Advisors reduced its First Trust Smith Opportunistic Fixed Income ETF (FIXD) stake by 18% in Q2 2026, selling an estimated $1.63M and leaving 169,238 shares worth $7.38M. The position accounts for 0.13% of the portfolio, ranked #175.
IFP Advisors first reported a position in FIXD in Q4 2017 and has held it in 34 quarters since. The position peaked at $30.9M in Q1 2023. 317 funds tracked by Wall St. Rank hold FIXD as of Q2 2026.
- IFP Advisors held 169,238 shares of First Trust Smith Opportunistic Fixed Income ETF worth $7.38M as of Q2 2026.
- IFP Advisors sold 37,393 First Trust Smith Opportunistic Fixed Income ETF shares in Q2 2026, an estimated $1.63M.
- First Trust Smith Opportunistic Fixed Income ETF made up 0.13% of IFP Advisors's portfolio in Q2 2026, its #175 holding.
- IFP Advisors first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q4 2017 and has held it in 34 quarters since.
- IFP Advisors's First Trust Smith Opportunistic Fixed Income ETF position peaked at $30.9M in Q1 2023.
- 317 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.