Independent Advisor Alliance’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Independent Advisor Alliance’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	-26,413	Closed	-$1.15M	–	1227
2026 Q1	$1.15M	Buy	+26,413	New	+$1.17M	0.01%	759
2025 Q1	–	Sell	-147,981	Closed	-$6.36M	–	973
2024 Q4	$6.36M	Buy	+147,981	New	+$6.48M	0.08%	227
2020 Q1	–	Sell	-108,361	Closed	-$5.62M	–	540
2019 Q4	$5.62M	Buy	+108,361	New	+$5.68M	0.25%	91

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

Independent Advisor Alliance's FIXD Position: Q2 2026 in Review

Independent Advisor Alliance sold out of First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q2 2026, closing a stake of 26,413 shares — an estimated $1.15M sold.

Independent Advisor Alliance first reported a position in FIXD in Q4 2019 and held it in 3 quarters. The position peaked at $6.36M in Q4 2024. 317 funds tracked by Wall St. Rank hold FIXD as of Q2 2026.

Independent Advisor Alliance reported no remaining First Trust Smith Opportunistic Fixed Income ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 26,413 First Trust Smith Opportunistic Fixed Income ETF shares in Q2 2026, an estimated $1.15M.
Independent Advisor Alliance first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q4 2019 and held it in 3 quarters.
Independent Advisor Alliance's First Trust Smith Opportunistic Fixed Income ETF position peaked at $6.36M in Q4 2024.
317 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.