WMA
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West Michigan Advisors’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

West Michigan 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 		$1.02M Sell
23,454
-1,643
-7% -$71.7K 0.19% 124
2026
Q1 		$1.09M Sell
25,097
-1,206
-5% -$53.4K 0.24% 102
2025
Q4 		$1.17M Sell
26,303
-3,268
-11% -$146K 0.27% 90
2025
Q3 		$1.31M Sell
29,571
-2,467
-8% -$109K 0.32% 84
2025
Q2 		$1.41M Buy
32,038
+39
+0.1% +$1.69K 0.4% 52
2025
Q1 		$1.4M Sell
31,999
-1,118
-3% -$48.5K 0.47% 48
2024
Q4 		$1.42M Sell
33,117
-2,013
-6% -$88.2K 0.43% 51
2024
Q3 		$1.59M Sell
35,130
-814
-2% -$36.3K 0.48% 49
2024
Q2 		$1.55M Sell
35,944
-90,907
-72% -$3.9M 0.49% 45
2024
Q1 		$5.53M Buy
126,851
+14,377
+13% +$630K 1.8% 9
2023
Q4 		$5.02M Buy
112,474
+22,153
+25% +$943K 1.9% 10
2023
Q3 		$3.8M Buy
90,321
+7,013
+8% +$304K 2.03% 14
2023
Q2 		$3.68M Buy
+83,308
New +$3.73M 1.47% 15

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

West Michigan Advisors's FIXD Position: Q2 2026 in Review

West Michigan Advisors reduced its First Trust Smith Opportunistic Fixed Income ETF (FIXD) stake by 6.5% in Q2 2026, selling an estimated $71.7K and leaving 23,454 shares worth $1.02M. The position accounts for 0.19% of the portfolio, ranked #124.

West Michigan Advisors first reported a position in FIXD in Q2 2023 and has held it in 13 quarters since. The position peaked at $5.53M in Q1 2024. 317 funds tracked by Wall St. Rank hold FIXD as of Q2 2026.

  • West Michigan Advisors held 23,454 shares of First Trust Smith Opportunistic Fixed Income ETF worth $1.02M as of Q2 2026.
  • West Michigan Advisors sold 1,643 First Trust Smith Opportunistic Fixed Income ETF shares in Q2 2026, an estimated $71.7K.
  • First Trust Smith Opportunistic Fixed Income ETF made up 0.19% of West Michigan Advisors's portfolio in Q2 2026, its #124 holding.
  • West Michigan Advisors first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q2 2023 and has held it in 13 quarters since.
  • West Michigan Advisors's First Trust Smith Opportunistic Fixed Income ETF position peaked at $5.53M in Q1 2024.
  • 317 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q2 2026.

Based on West Michigan Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.