J.W. Cole Advisors’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History
Bought
Maintained
Sold
Other funds holding FIXD
J.W. Cole Advisors's FIXD Position: Q2 2026 in Review
J.W. Cole Advisors reduced its First Trust Smith Opportunistic Fixed Income ETF (FIXD) stake by 3.2% in Q2 2026, selling an estimated $10K and leaving 6,851 shares worth $299K. The position accounts for 0.01% of the portfolio, ranked #1275.
J.W. Cole Advisors first reported a position in FIXD in Q4 2020 and has held it in 22 quarters since. The position peaked at $474K in Q4 2021. 317 funds tracked by Wall St. Rank hold FIXD as of Q2 2026.
- J.W. Cole Advisors held 6,851 shares of First Trust Smith Opportunistic Fixed Income ETF worth $299K as of Q2 2026.
- J.W. Cole Advisors sold 229 First Trust Smith Opportunistic Fixed Income ETF shares in Q2 2026, an estimated $10K.
- First Trust Smith Opportunistic Fixed Income ETF made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1275 holding.
- J.W. Cole Advisors first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q4 2020 and has held it in 22 quarters since.
- J.W. Cole Advisors's First Trust Smith Opportunistic Fixed Income ETF position peaked at $474K in Q4 2021.
- 317 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q2 2026.
Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.