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

Laraway Financial 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 Q2	$954K	Buy	21,882 +1,079	+5%	+$47.1K	0.58%	46
2026 Q1	$907K	Buy	20,803 +95	+0.5%	+$4.21K	0.64%	41
2025 Q4	$918K	Sell	20,708 -94	-0.5%	-$4.19K	0.6%	42
2025 Q3	$924K	Buy	20,802 +63	+0.3%	+$2.77K	0.63%	40
2025 Q2	$910K	Sell	20,739 -562	-3%	-$24.4K	0.69%	39
2025 Q1	$934K	Sell	21,301 -651	-3%	-$28.2K	0.74%	36
2024 Q4	$943K	Buy	21,952 +837	+4%	+$36.7K	0.73%	37
2024 Q3	$955K	Buy	21,115 +1,246	+6%	+$55.6K	0.76%	36
2024 Q2	$855K	Sell	19,869 -696	-3%	-$29.8K	0.73%	39
2024 Q1	$897K	Sell	20,565 -871	-4%	-$38.2K	0.79%	37
2023 Q4	$956K	Sell	21,436 -1,781	-8%	-$75.8K	0.91%	30
2023 Q3	$976K	Sell	23,217 -697	-3%	-$30.2K	1.02%	28
2023 Q2	$1.06M	Sell	23,914 -292	-1%	-$13.1K	1.04%	28
2023 Q1	$1.09M	Sell	24,206 -1,047	-4%	-$46.9K	1.11%	24
2022 Q4	$1.11M	Buy	25,253 +743	+3%	+$32.4K	1.16%	24
2022 Q3	$1.07M	Buy	24,510 +610	+3%	+$28.2K	1.19%	25
2022 Q2	$1.11M	Buy	23,900 +3,700	+18%	+$175K	1.18%	25
2022 Q1	$1M	Sell	20,200 -200	-1%	-$10.3K	0.91%	32
2021 Q4	$1.08M	Buy	+20,400	New	+$1.09M	0.97%	34

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

Laraway Financial Advisors's FIXD Position: Q2 2026 in Review

Laraway Financial Advisors increased its First Trust Smith Opportunistic Fixed Income ETF (FIXD) stake by 5.2% in Q2 2026, buying an estimated $47.1K and bringing the position to 21,882 shares worth $954K. The position accounts for 0.58% of the portfolio, ranked #46.

Laraway Financial Advisors first reported a position in FIXD in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.11M in Q4 2022. 317 funds tracked by Wall St. Rank hold FIXD as of Q2 2026.

Laraway Financial Advisors held 21,882 shares of First Trust Smith Opportunistic Fixed Income ETF worth $954K as of Q2 2026.
Laraway Financial Advisors bought 1,079 First Trust Smith Opportunistic Fixed Income ETF shares in Q2 2026, an estimated $47.1K.
First Trust Smith Opportunistic Fixed Income ETF made up 0.58% of Laraway Financial Advisors's portfolio in Q2 2026, its #46 holding.
Laraway Financial Advisors first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q4 2021 and has held it in 19 quarters since.
Laraway Financial Advisors's First Trust Smith Opportunistic Fixed Income ETF position peaked at $1.11M in Q4 2022.
317 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q2 2026.

Based on Laraway Financial Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.