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Nations Financial Group’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Nations Financial Group’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 		$2.39M Sell
54,847
-9,106
-14% -$398K 0.11% 195
2026
Q1 		$2.79M Buy
63,953
+2,630
+4% +$116K 0.14% 168
2025
Q4 		$2.72M Sell
61,323
-17,805
-23% -$793K 0.14% 169
2025
Q3 		$3.51M Sell
79,128
-11,487
-13% -$505K 0.22% 109
2025
Q2 		$3.98M Buy
90,615
+2,853
+3% +$124K 0.27% 89
2025
Q1 		$3.85M Sell
87,762
-79,654
-48% -$3.45M 0.29% 80
2024
Q4 		$7.19M Buy
167,416
+3,863
+2% +$169K 0.53% 38
2024
Q3 		$7.4M Buy
163,553
+5,184
+3% +$231K 0.54% 32
2024
Q2 		$6.82M Buy
158,369
+13,967
+10% +$599K 0.56% 29
2024
Q1 		$6.3M Buy
144,402
+7,082
+5% +$310K 0.53% 31
2023
Q4 		$6.13M Buy
137,320
+27,984
+26% +$1.19M 0.57% 28
2023
Q3 		$4.6M Buy
109,336
+45,369
+71% +$1.97M 0.46% 43
2023
Q2 		$2.83M Buy
63,967
+32,513
+103% +$1.46M 0.28% 88
2023
Q1 		$1.42M Buy
+31,454
New +$1.41M 0.15% 166

Other funds holding FIXD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
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

Nations Financial Group's FIXD Position: Q2 2026 in Review

Nations Financial Group reduced its First Trust Smith Opportunistic Fixed Income ETF (FIXD) stake by 14% in Q2 2026, selling an estimated $398K and leaving 54,847 shares worth $2.39M. The position accounts for 0.11% of the portfolio, ranked #195.

Nations Financial Group first reported a position in FIXD in Q1 2023 and has held it in 14 quarters since. The position peaked at $7.4M in Q3 2024. 316 funds tracked by Wall St. Rank hold FIXD as of Q2 2026.

  • Nations Financial Group held 54,847 shares of First Trust Smith Opportunistic Fixed Income ETF worth $2.39M as of Q2 2026.
  • Nations Financial Group sold 9,106 First Trust Smith Opportunistic Fixed Income ETF shares in Q2 2026, an estimated $398K.
  • First Trust Smith Opportunistic Fixed Income ETF made up 0.11% of Nations Financial Group's portfolio in Q2 2026, its #195 holding.
  • Nations Financial Group first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q1 2023 and has held it in 14 quarters since.
  • Nations Financial Group's First Trust Smith Opportunistic Fixed Income ETF position peaked at $7.4M in Q3 2024.
  • 316 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.