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

Pinnacle Family 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 Q1	$1.42M	Buy	32,628 +1,546	+5%	+$68.4K	0.67%	32
2025 Q4	$1.38M	Sell	31,082 -576	-2%	-$25.6K	0.61%	33
2025 Q3	$1.41M	Buy	31,658 +803	+3%	+$35.3K	0.61%	32
2025 Q2	$1.35M	Sell	30,855 -14,731	-32%	-$640K	0.66%	34
2025 Q1	$2M	Sell	45,586 -34,518	-43%	-$1.5M	1.09%	26
2024 Q4	$3.44M	Sell	80,104 -3,354	-4%	-$147K	1.67%	15
2024 Q3	$3.78M	Sell	83,458 -890	-1%	-$39.7K	1.96%	13
2024 Q2	$3.63M	Sell	84,348 -45,532	-35%	-$1.95M	2.01%	12
2024 Q1	$5.66M	Buy	129,880 +2,329	+2%	+$102K	3.02%	8
2023 Q4	$5.69M	Buy	127,551 +4,509	+4%	+$192K	3.34%	7
2023 Q3	$5.17M	Buy	123,042 +7,777	+7%	+$337K	2.97%	9
2023 Q2	$5.09M	Sell	115,265 -3,337	-3%	-$149K	2.75%	10
2023 Q1	$5.34M	Buy	118,602 +13,481	+13%	+$604K	3.25%	7
2022 Q4	$4.62M	Buy	105,121 +12,196	+13%	+$532K	3.3%	7
2022 Q3	$4.05M	Buy	92,925 +390	+0.4%	+$18K	3.5%	9
2022 Q2	$4.29M	Sell	92,535 -1,877	-2%	-$88.8K	3.5%	9
2022 Q1	$4.68M	Buy	94,412 +6,480	+7%	+$332K	2.49%	12
2021 Q4	$4.68M	Buy	87,932 +4,271	+5%	+$228K	2.12%	10
2021 Q3	$4.48M	Buy	83,661 +11,347	+16%	+$613K	2%	10
2021 Q2	$3.88M	Buy	72,314 +24,133	+50%	+$1.29M	1.69%	12
2021 Q1	$2.54M	Buy	48,181 +5,808	+14%	+$312K	1.33%	20
2020 Q4	$2.32M	Buy	+42,373	New	+$2.33M	1.42%	13
2020 Q1	–	Sell	-15,295	Closed	-$793K	–	67
2019 Q4	$793K	Sell	15,295 -885	-5%	-$46.4K	0.71%	34
2019 Q3	$852K	Sell	16,180 -425	-3%	-$22.3K	0.75%	32
2019 Q2	$860K	Sell	16,605 -135,060	-89%	-$6.87M	0.71%	32
2019 Q1	$7.68M	Buy	+151,665	New	+$7.56M	6.83%	3

Other funds holding FIXD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Pinnacle Family Advisors's FIXD Position: Q1 2026 in Review

Pinnacle Family Advisors increased its First Trust Smith Opportunistic Fixed Income ETF (FIXD) stake by 5% in Q1 2026, buying an estimated $68.4K and bringing the position to 32,628 shares worth $1.42M. The position accounts for 0.67% of the portfolio, ranked #32.

Pinnacle Family Advisors first reported a position in FIXD in Q1 2019 and has held it in 26 quarters since. The position peaked at $7.68M in Q1 2019. 320 funds tracked by Wall St. Rank hold FIXD as of Q1 2026.

Pinnacle Family Advisors held 32,628 shares of First Trust Smith Opportunistic Fixed Income ETF worth $1.42M as of Q1 2026.
Pinnacle Family Advisors bought 1,546 First Trust Smith Opportunistic Fixed Income ETF shares in Q1 2026, an estimated $68.4K.
First Trust Smith Opportunistic Fixed Income ETF made up 0.67% of Pinnacle Family Advisors's portfolio in Q1 2026, its #32 holding.
Pinnacle Family Advisors first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q1 2019 and has held it in 26 quarters since.
Pinnacle Family Advisors's First Trust Smith Opportunistic Fixed Income ETF position peaked at $7.68M in Q1 2019.
320 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q1 2026.

Based on Pinnacle Family Advisors's 13F filing for Q1 2026, filed 15 May 2026.