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Lugano Financial Advisors SA (LFA)’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Lugano Financial Advisors SA (LFA)’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 		$87.2K Buy
+2,000
New +$87.3K 0.05% 122

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s FIXD Position: Q2 2026 in Review

Lugano Financial Advisors SA (LFA) opened a new position in First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q2 2026: 2,000 shares worth $87.2K. The stake represents 0.05% of the portfolio and ranks #122 among its holdings.

316 funds tracked by Wall St. Rank hold FIXD as of Q2 2026.

  • Lugano Financial Advisors SA (LFA) held 2,000 shares of First Trust Smith Opportunistic Fixed Income ETF worth $87.2K as of Q2 2026.
  • First Trust Smith Opportunistic Fixed Income ETF was a new Lugano Financial Advisors SA (LFA) position in Q2 2026.
  • First Trust Smith Opportunistic Fixed Income ETF made up 0.05% of Lugano Financial Advisors SA (LFA)'s portfolio in Q2 2026, its #122 holding.
  • 316 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q2 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2026, filed 28 Jul 2026.