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

Scarborough 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	-3,875	Closed	-$169K	–	334
2026 Q1	$169K	Sell	3,875 -1,307	-25%	-$57.9K	0.02%	151
2025 Q4	$230K	Buy	5,182 +1,346	+35%	+$59.9K	0.04%	84
2025 Q3	$170K	Buy	3,836 +693	+22%	+$30.5K	0.03%	88
2025 Q2	$138K	Buy	+3,143	New	+$136K	0.03%	95
2024 Q3	–	Sell	-2,843	Closed	-$122K	–	250
2024 Q2	$122K	Sell	2,843 -453	-14%	-$19.4K	0.05%	65
2024 Q1	$144K	Buy	3,296 +293	+10%	+$12.8K	0.07%	58
2023 Q4	$134K	Buy	+3,003	New	+$128K	0.03%	95
2022 Q2	–	Sell	-4,555	Closed	-$226K	–	57
2022 Q1	$226K	Buy	4,555 +4	+0.1%	+$205	0.07%	55
2021 Q4	$242K	Buy	+4,551	New	+$243K	0.08%	56

Other funds holding FIXD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Scarborough Advisors's FIXD Position: Q2 2026 in Review

Scarborough Advisors sold out of First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q2 2026, closing a stake of 3,875 shares — an estimated $169K sold.

Scarborough Advisors first reported a position in FIXD in Q4 2021 and held it in 9 quarters. The position peaked at $242K in Q4 2021. 317 funds tracked by Wall St. Rank hold FIXD as of Q2 2026.

Scarborough Advisors reported no remaining First Trust Smith Opportunistic Fixed Income ETF position as of Q2 2026 after selling out during the quarter.
Scarborough Advisors sold 3,875 First Trust Smith Opportunistic Fixed Income ETF shares in Q2 2026, an estimated $169K.
Scarborough Advisors first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q4 2021 and held it in 9 quarters.
Scarborough Advisors's First Trust Smith Opportunistic Fixed Income ETF position peaked at $242K in Q4 2021.
317 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q2 2026.

Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.