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World Investment Advisors’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

World 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 		$3.72M Buy
85,391
+452
+0.5% +$19.7K 0.06% 324
2026
Q1 		$3.7M Sell
84,939
-1,074
-1% -$47.5K 0.06% 328
2025
Q4 		$3.81M Buy
86,013
+10,508
+14% +$468K 0.06% 319
2025
Q3 		$3.35M Buy
75,505
+1,548
+2% +$68.1K 0.07% 294
2025
Q2 		$3.25M Sell
73,957
-5,845
-7% -$254K 0.07% 282
2025
Q1 		$3.5M Sell
79,802
-41,323
-34% -$1.79M 0.09% 258
2024
Q4 		$5.2M Buy
121,125
+34,160
+39% +$1.5M 0.14% 166
2024
Q3 		$3.93M Buy
+86,965
New +$3.88M 0.12% 187

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

World Investment Advisors's FIXD Position: Q2 2026 in Review

World Investment Advisors increased its First Trust Smith Opportunistic Fixed Income ETF (FIXD) stake by 0.53% in Q2 2026, buying an estimated $19.7K and bringing the position to 85,391 shares worth $3.72M. The position accounts for 0.06% of the portfolio, ranked #324.

World Investment Advisors first reported a position in FIXD in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.2M in Q4 2024. 317 funds tracked by Wall St. Rank hold FIXD as of Q2 2026.

  • World Investment Advisors held 85,391 shares of First Trust Smith Opportunistic Fixed Income ETF worth $3.72M as of Q2 2026.
  • World Investment Advisors bought 452 First Trust Smith Opportunistic Fixed Income ETF shares in Q2 2026, an estimated $19.7K.
  • First Trust Smith Opportunistic Fixed Income ETF made up 0.06% of World Investment Advisors's portfolio in Q2 2026, its #324 holding.
  • World Investment Advisors first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q3 2024 and has held it in 8 quarters since.
  • World Investment Advisors's First Trust Smith Opportunistic Fixed Income ETF position peaked at $5.2M in Q4 2024.
  • 317 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.