Smartleaf Asset Management’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Smartleaf Asset Management’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	$13.7K	Hold	313	–	–	﹤0.01%	2211
2026 Q1	$13.6K	Buy	313 +251	+405%	+$11.1K	﹤0.01%	2166
2025 Q4	$2.75K	Sell	62 -77	-55%	-$3.43K	﹤0.01%	2891
2025 Q3	$6.18K	Buy	+139	New	+$6.12K	﹤0.01%	2304

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

Smartleaf Asset Management's FIXD Position: Q2 2026 in Review

Smartleaf Asset Management held its First Trust Smith Opportunistic Fixed Income ETF (FIXD) position steady in Q2 2026 at 313 shares worth $13.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2211.

Smartleaf Asset Management first reported a position in FIXD in Q3 2025 and has held it in 4 quarters since. 317 funds tracked by Wall St. Rank hold FIXD as of Q2 2026.

Smartleaf Asset Management held 313 shares of First Trust Smith Opportunistic Fixed Income ETF worth $13.7K as of Q2 2026.
Smartleaf Asset Management left its First Trust Smith Opportunistic Fixed Income ETF share count unchanged in Q2 2026.
First Trust Smith Opportunistic Fixed Income ETF made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #2211 holding.
Smartleaf Asset Management first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q3 2025 and has held it in 4 quarters since.
317 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.