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

Integrated Advisors Network’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 Q3	$211K	Sell	5,117 -642	-11%	-$27.5K	0.01%	639
2026 Q2	$251K	Sell	5,759 -1,974	-26%	-$86.2K	0.01%	609
2026 Q1	$337K	Sell	7,733 -209	-3%	-$9.25K	0.02%	534
2025 Q4	$352K	Sell	7,942 -9,929	-56%	-$442K	0.02%	553
2025 Q3	$794K	Sell	17,871 -451	-2%	-$19.8K	0.03%	410
2025 Q2	$804K	Buy	18,322 +2,831	+18%	+$123K	0.04%	399
2025 Q1	$679K	Sell	15,491 -2,655	-15%	-$115K	0.03%	391
2024 Q4	$780K	Buy	18,146 +1,159	+7%	+$50.8K	0.04%	352
2024 Q3	$769K	Buy	16,987 +2,368	+16%	+$106K	0.04%	369
2024 Q2	$629K	Buy	14,619 +5,327	+57%	+$228K	0.03%	392
2024 Q1	$405K	Sell	9,292 -173	-2%	-$7.58K	0.02%	522
2023 Q4	$422K	Sell	9,465 -3,604	-28%	-$153K	0.02%	480
2023 Q3	$550K	Buy	13,069 +6,060	+86%	+$263K	0.03%	393
2023 Q2	$310K	Sell	7,009 -610	-8%	-$27.3K	0.02%	533
2023 Q1	$343K	Sell	7,619 -295	-4%	-$13.2K	0.02%	517
2022 Q4	$348K	Sell	7,914 -2,931	-27%	-$128K	0.02%	484
2022 Q3	$472K	Sell	10,845 -6,981	-39%	-$322K	0.03%	408
2022 Q2	$827K	Sell	17,826 -16,810	-49%	-$795K	0.05%	316
2022 Q1	$1.72M	Sell	34,636 -10,674	-24%	-$547K	0.1%	222
2021 Q4	$2.41M	Sell	45,310 -20,612	-31%	-$1.1M	0.14%	163
2021 Q3	$3.53M	Sell	65,922 -27,283	-29%	-$1.47M	0.23%	117
2021 Q2	$5M	Buy	93,205 +4,862	+6%	+$259K	0.37%	61
2021 Q1	$4.67M	Buy	+88,343	New	+$4.75M	0.43%	57

Other funds holding FIXD

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

GDS Wealth Management Flower Mound, Texas $2.24B AUM 35.89% 1-Year Est. Return

Geneos Wealth Management Englewood, Colorado $5.32B AUM 16.49% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Great Lakes Retirement Sandusky, Ohio $1.14B AUM 34.02% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Integrated Advisors Network's FIXD Position: Q3 2026 in Review

Integrated Advisors Network reduced its First Trust Smith Opportunistic Fixed Income ETF (FIXD) stake by 11% in Q3 2026, selling an estimated $27.5K and leaving 5,117 shares worth $211K. The position accounts for 0.01% of the portfolio, ranked #639.

Integrated Advisors Network first reported a position in FIXD in Q1 2021 and has held it in 23 quarters since. The position peaked at $5M in Q2 2021. 197 funds tracked by Wall St. Rank hold FIXD as of Q3 2026.

Integrated Advisors Network held 5,117 shares of First Trust Smith Opportunistic Fixed Income ETF worth $211K as of Q3 2026.
Integrated Advisors Network sold 642 First Trust Smith Opportunistic Fixed Income ETF shares in Q3 2026, an estimated $27.5K.
First Trust Smith Opportunistic Fixed Income ETF made up 0.01% of Integrated Advisors Network's portfolio in Q3 2026, its #639 holding.
Integrated Advisors Network first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q1 2021 and has held it in 23 quarters since.
Integrated Advisors Network's First Trust Smith Opportunistic Fixed Income ETF position peaked at $5M in Q2 2021.
197 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q3 2026.

Based on Integrated Advisors Network's 13F filing for Q3 2026, filed 20 Oct 2026.