SAI
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Savvy Advisors Inc’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Savvy Advisors Inc’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 		$417K Sell
9,555
-1,641
-15% -$71.6K 0.01% 848
2026
Q1 		$488K Sell
11,196
-3,035
-21% -$134K 0.01% 683
2025
Q4 		$631K Buy
14,231
+1,019
+8% +$45.4K 0.02% 493
2025
Q3 		$587K Buy
13,212
+1,145
+9% +$50.4K 0.03% 391
2025
Q2 		$530K Sell
12,067
-1,225
-9% -$53.2K 0.04% 338
2025
Q1 		$583K Sell
13,292
-692
-5% -$30K 0.06% 263
2024
Q4 		$601K Sell
13,984
-1,557
-10% -$68.2K 0.07% 219
2024
Q3 		$703K Buy
15,541
+1,684
+12% +$75.1K 0.14% 145
2024
Q2 		$597K Buy
13,857
+2,669
+24% +$114K 0.19% 119
2024
Q1 		$488K Sell
11,188
-306
-3% -$13.4K 0.28% 94
2023
Q4 		$513K Buy
+11,494
New +$490K 0.5% 55

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 22.9% 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

Savvy Advisors Inc's FIXD Position: Q2 2026 in Review

Savvy Advisors Inc reduced its First Trust Smith Opportunistic Fixed Income ETF (FIXD) stake by 15% in Q2 2026, selling an estimated $71.6K and leaving 9,555 shares worth $417K. The position accounts for 0.01% of the portfolio, ranked #848.

Savvy Advisors Inc first reported a position in FIXD in Q4 2023 and has held it in 11 quarters since. The position peaked at $703K in Q3 2024. 317 funds tracked by Wall St. Rank hold FIXD as of Q2 2026.

  • Savvy Advisors Inc held 9,555 shares of First Trust Smith Opportunistic Fixed Income ETF worth $417K as of Q2 2026.
  • Savvy Advisors Inc sold 1,641 First Trust Smith Opportunistic Fixed Income ETF shares in Q2 2026, an estimated $71.6K.
  • First Trust Smith Opportunistic Fixed Income ETF made up 0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #848 holding.
  • Savvy Advisors Inc first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q4 2023 and has held it in 11 quarters since.
  • Savvy Advisors Inc's First Trust Smith Opportunistic Fixed Income ETF position peaked at $703K in Q3 2024.
  • 317 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.