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

Tanglewood Legacy 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 		$9.16K Sell
210
-270
-56% -$11.8K ﹤0.01% 241
2026
Q1 		$20.9K Hold
480
– – 0.01% 202
2025
Q4 		$21.3K Hold
480
– – 0.01% 202
2025
Q3 		$21.3K Hold
480
– – 0.01% 213
2025
Q2 		$21.1K Hold
480
– – 0.01% 218
2025
Q1 		$21K Hold
480
– – 0.01% 221
2024
Q4 		$20.6K Hold
480
– – 0.01% 223
2024
Q3 		$21.7K Hold
480
– – 0.01% 208
2024
Q2 		$20.7K Hold
480
– – 0.01% 210
2024
Q1 		$20.9K Hold
480
– – 0.01% 219
2023
Q4 		$21.4K Buy
+480
New +$20.4K 0.01% 205

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 22.96% 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

Tanglewood Legacy Advisors's FIXD Position: Q2 2026 in Review

Tanglewood Legacy Advisors reduced its First Trust Smith Opportunistic Fixed Income ETF (FIXD) stake by 56% in Q2 2026, selling an estimated $11.8K and leaving 210 shares worth $9.16K. The position accounts for ﹤0.01% of the portfolio, ranked #241.

Tanglewood Legacy Advisors first reported a position in FIXD in Q4 2023 and has held it in 11 quarters since. The position peaked at $21.7K in Q3 2024. 317 funds tracked by Wall St. Rank hold FIXD as of Q2 2026.

  • Tanglewood Legacy Advisors held 210 shares of First Trust Smith Opportunistic Fixed Income ETF worth $9.16K as of Q2 2026.
  • Tanglewood Legacy Advisors sold 270 First Trust Smith Opportunistic Fixed Income ETF shares in Q2 2026, an estimated $11.8K.
  • First Trust Smith Opportunistic Fixed Income ETF made up ﹤0.01% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #241 holding.
  • Tanglewood Legacy Advisors first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q4 2023 and has held it in 11 quarters since.
  • Tanglewood Legacy Advisors's First Trust Smith Opportunistic Fixed Income ETF position peaked at $21.7K in Q3 2024.
  • 317 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q2 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.