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Signature Estate & Investment Advisors’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Signature Estate & 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 		$3M Sell
68,686
-2,219
-3% -$96.9K 0.05% 141
2026
Q1 		$3.09M Sell
70,905
-15,303
-18% -$677K 0.06% 133
2025
Q4 		$3.82M Sell
86,208
-5,512
-6% -$245K 0.08% 117
2025
Q3 		$4.07M Sell
91,720
-5,485
-6% -$241K 0.09% 104
2025
Q2 		$4.27M Sell
97,205
-5,849
-6% -$254K 0.1% 96
2025
Q1 		$4.52M Sell
103,054
-192,066
-65% -$8.33M 0.12% 90
2024
Q4 		$12.7M Sell
295,120
-7,492,684
-96% -$328M 0.32% 46
2024
Q3 		$352M Buy
7,787,804
+257,223
+3% +$11.5M 8.13% 2
2024
Q2 		$324M Buy
7,530,581
+762,655
+11% +$32.7M 8.11% 2
2024
Q1 		$295M Buy
6,767,926
+733,696
+12% +$32.2M 8.34% 2
2023
Q4 		$269M Buy
6,034,230
+176,913
+3% +$7.53M 7.92% 2
2023
Q3 		$246M Buy
5,857,317
+189,528
+3% +$8.22M 8.33% 3
2023
Q2 		$250M Buy
5,667,789
+222,143
+4% +$9.95M 8.3% 3
2023
Q1 		$245M Buy
5,445,646
+260,999
+5% +$11.7M 8.61% 3
2022
Q4 		$228M Buy
5,184,647
+230,680
+5% +$10.1M 8.19% 2
2022
Q3 		$216M Buy
+4,953,967
New +$229M 10.14% 2

Other funds holding FIXD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 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

Signature Estate & Investment Advisors's FIXD Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its First Trust Smith Opportunistic Fixed Income ETF (FIXD) stake by 3.1% in Q2 2026, selling an estimated $96.9K and leaving 68,686 shares worth $3M. The position accounts for 0.05% of the portfolio, ranked #141.

Signature Estate & Investment Advisors first reported a position in FIXD in Q3 2022 and has held it in 16 quarters since. The position peaked at $352M in Q3 2024. 193 funds tracked by Wall St. Rank hold FIXD as of Q2 2026.

  • Signature Estate & Investment Advisors held 68,686 shares of First Trust Smith Opportunistic Fixed Income ETF worth $3M as of Q2 2026.
  • Signature Estate & Investment Advisors sold 2,219 First Trust Smith Opportunistic Fixed Income ETF shares in Q2 2026, an estimated $96.9K.
  • First Trust Smith Opportunistic Fixed Income ETF made up 0.05% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #141 holding.
  • Signature Estate & Investment Advisors first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q3 2022 and has held it in 16 quarters since.
  • Signature Estate & Investment Advisors's First Trust Smith Opportunistic Fixed Income ETF position peaked at $352M in Q3 2024.
  • 193 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.