LaSalle St. Investment Advisors’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

LaSalle St. Investment 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	$2.43M	Buy	55,625 +628	+1%	+$27.4K	0.3%	61
2026 Q1	$2.4M	Buy	54,997 +74	+0.1%	+$3.28K	0.34%	50
2025 Q4	$2.43M	Sell	54,923 -1,289	-2%	-$57.4K	0.39%	40
2025 Q3	$2.5M	Sell	56,212 -236	-0.4%	-$10.4K	0.45%	35
2025 Q2	$2.48M	Sell	56,448 -2,854	-5%	-$124K	0.68%	24
2025 Q1	$2.6M	Sell	59,302 -2,200	-4%	-$95.4K	0.61%	27
2024 Q4	$2.64M	Buy	+61,502	New	+$2.69M	0.82%	18

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 22.9% 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

LaSalle St. Investment Advisors's FIXD Position: Q2 2026 in Review

LaSalle St. Investment Advisors increased its First Trust Smith Opportunistic Fixed Income ETF (FIXD) stake by 1.1% in Q2 2026, buying an estimated $27.4K and bringing the position to 55,625 shares worth $2.43M. The position accounts for 0.3% of the portfolio, ranked #61.

LaSalle St. Investment Advisors first reported a position in FIXD in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.64M in Q4 2024. 317 funds tracked by Wall St. Rank hold FIXD as of Q2 2026.

LaSalle St. Investment Advisors held 55,625 shares of First Trust Smith Opportunistic Fixed Income ETF worth $2.43M as of Q2 2026.
LaSalle St. Investment Advisors bought 628 First Trust Smith Opportunistic Fixed Income ETF shares in Q2 2026, an estimated $27.4K.
First Trust Smith Opportunistic Fixed Income ETF made up 0.3% of LaSalle St. Investment Advisors's portfolio in Q2 2026, its #61 holding.
LaSalle St. Investment Advisors first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
LaSalle St. Investment Advisors's First Trust Smith Opportunistic Fixed Income ETF position peaked at $2.64M in Q4 2024.
317 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q2 2026.

Based on LaSalle St. Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.