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Sherrill & Hutchins Financial Advisory’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Sherrill & Hutchins Financial Advisory’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 		$324K Buy
7,438
+83
+1% +$3.62K 0.16% 15
2026
Q1 		$321K Buy
+7,355
New +$326K 0.19% 13

Other funds holding FIXD

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
DWMS
Dominguez Wealth Management Solutions Williamsburg, Virginia $181M AUM 21.03% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Sherrill & Hutchins Financial Advisory's FIXD Position: Q2 2026 in Review

Sherrill & Hutchins Financial Advisory increased its First Trust Smith Opportunistic Fixed Income ETF (FIXD) stake by 1.1% in Q2 2026, buying an estimated $3.62K and bringing the position to 7,438 shares worth $324K. The position accounts for 0.16% of the portfolio, ranked #15.

Sherrill & Hutchins Financial Advisory first reported a position in FIXD in Q1 2026 and has held it in 2 quarters since. 138 funds tracked by Wall St. Rank hold FIXD as of Q2 2026.

  • Sherrill & Hutchins Financial Advisory held 7,438 shares of First Trust Smith Opportunistic Fixed Income ETF worth $324K as of Q2 2026.
  • Sherrill & Hutchins Financial Advisory bought 83 First Trust Smith Opportunistic Fixed Income ETF shares in Q2 2026, an estimated $3.62K.
  • First Trust Smith Opportunistic Fixed Income ETF made up 0.16% of Sherrill & Hutchins Financial Advisory's portfolio in Q2 2026, its #15 holding.
  • Sherrill & Hutchins Financial Advisory first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 138 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q2 2026.

Based on Sherrill & Hutchins Financial Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.