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

Regal 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 		$330K Sell
7,557
-137
-2% -$5.98K 0.02% 542
2026
Q1 		$335K Buy
7,694
+526
+7% +$23.3K 0.02% 512
2025
Q4 		$318K Buy
7,168
+28
+0.4% +$1.25K 0.02% 500
2025
Q3 		$317K Sell
7,140
-349
-5% -$15.4K 0.02% 457
2025
Q2 		$329K Buy
7,489
+259
+4% +$11.2K 0.02% 408
2025
Q1 		$317K Buy
+7,230
New +$313K 0.03% 391
2024
Q3 		– Sell
-5,122
Closed -$220K – 526
2024
Q2 		$220K Sell
5,122
-174
-3% -$7.46K 0.01% 527
2024
Q1 		$231K Sell
5,296
-409
-7% -$17.9K 0.02% 518
2023
Q4 		$254K Sell
5,705
-97
-2% -$4.13K 0.02% 452
2023
Q3 		$244K Sell
5,802
-74
-1% -$3.21K 0.02% 429
2023
Q2 		$260K Sell
5,876
-740
-11% -$33.1K 0.02% 424
2023
Q1 		$298K Sell
6,616
-136,886
-95% -$6.13M 0.03% 395
2022
Q4 		$6.3M Buy
143,502
+5,470
+4% +$239K 0.61% 43
2022
Q3 		$6.01M Sell
138,032
-1,392
-1% -$64.3K 0.63% 40
2022
Q2 		$6.46M Buy
139,424
+5,050
+4% +$239K 0.67% 34
2022
Q1 		$6.66M Buy
134,374
+6,038
+5% +$309K 0.61% 37
2021
Q4 		$6.83M Buy
128,336
+4,924
+4% +$263K 0.6% 35
2021
Q3 		$6.61M Buy
123,412
+3,538
+3% +$191K 0.64% 33
2021
Q2 		$6.43M Buy
+119,874
New +$6.39M 0.64% 33
2021
Q1 		– Sell
-109,092
Closed -$5.97M – 162
2020
Q4 		$5.97M Buy
+109,092
New +$6.01M 0.68% 34
2020
Q3 		– Sell
-60,183
Closed -$3.3M – 71
2020
Q2 		$3.3M Buy
+60,183
New +$3.25M 0.6% 49

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

Regal Investment Advisors's FIXD Position: Q2 2026 in Review

Regal Investment Advisors reduced its First Trust Smith Opportunistic Fixed Income ETF (FIXD) stake by 1.8% in Q2 2026, selling an estimated $5.98K and leaving 7,557 shares worth $330K. The position accounts for 0.02% of the portfolio, ranked #542.

Regal Investment Advisors first reported a position in FIXD in Q2 2020 and has held it in 21 quarters since. The position peaked at $6.83M in Q4 2021. 317 funds tracked by Wall St. Rank hold FIXD as of Q2 2026.

  • Regal Investment Advisors held 7,557 shares of First Trust Smith Opportunistic Fixed Income ETF worth $330K as of Q2 2026.
  • Regal Investment Advisors sold 137 First Trust Smith Opportunistic Fixed Income ETF shares in Q2 2026, an estimated $5.98K.
  • First Trust Smith Opportunistic Fixed Income ETF made up 0.02% of Regal Investment Advisors's portfolio in Q2 2026, its #542 holding.
  • Regal Investment Advisors first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q2 2020 and has held it in 21 quarters since.
  • Regal Investment Advisors's First Trust Smith Opportunistic Fixed Income ETF position peaked at $6.83M in Q4 2021.
  • 317 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.