WCG Wealth Advisors’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History
Bought
Maintained
Sold
Other funds holding FIXD
WCG Wealth Advisors's FIXD Position: Q2 2026 in Review
WCG Wealth Advisors reduced its First Trust Smith Opportunistic Fixed Income ETF (FIXD) stake by 9.9% in Q2 2026, selling an estimated $131K and leaving 27,072 shares worth $1.18M. The position accounts for 0.03% of the portfolio, ranked #381.
WCG Wealth Advisors first reported a position in FIXD in Q2 2022 and has held it in 8 quarters since. The position peaked at $1.33M in Q4 2025. 317 funds tracked by Wall St. Rank hold FIXD as of Q2 2026.
- WCG Wealth Advisors held 27,072 shares of First Trust Smith Opportunistic Fixed Income ETF worth $1.18M as of Q2 2026.
- WCG Wealth Advisors sold 2,991 First Trust Smith Opportunistic Fixed Income ETF shares in Q2 2026, an estimated $131K.
- First Trust Smith Opportunistic Fixed Income ETF made up 0.03% of WCG Wealth Advisors's portfolio in Q2 2026, its #381 holding.
- WCG Wealth Advisors first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q2 2022 and has held it in 8 quarters since.
- WCG Wealth Advisors's First Trust Smith Opportunistic Fixed Income ETF position peaked at $1.33M in Q4 2025.
- 317 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q2 2026.
Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.