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

Networth 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 		– Sell
-309
Closed -$13.5K – 402
2026
Q1 		$13.5K Buy
+309
New +$13.7K 0.01% 168

Other funds holding FIXD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $1.13B AUM 41.06% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Networth Advisors's FIXD Position: Q2 2026 in Review

Networth Advisors sold out of First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q2 2026, closing a stake of 309 shares — an estimated $13.5K sold.

Networth Advisors first reported a position in FIXD in Q1 2026 and held it in 1 quarter. The position peaked at $13.5K in Q1 2026. 177 funds tracked by Wall St. Rank hold FIXD as of Q2 2026.

  • Networth Advisors reported no remaining First Trust Smith Opportunistic Fixed Income ETF position as of Q2 2026 after selling out during the quarter.
  • Networth Advisors sold 309 First Trust Smith Opportunistic Fixed Income ETF shares in Q2 2026, an estimated $13.5K.
  • Networth Advisors first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q1 2026 and held it in 1 quarter.
  • Networth Advisors's First Trust Smith Opportunistic Fixed Income ETF position peaked at $13.5K in Q1 2026.
  • 177 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q2 2026.

Based on Networth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.