FIRST TRUST SMITH OPPORTUNIS FIXD
$43.61
+0.2% 52w: $41.39 – $44.13
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data41.3942.7644.13
Jun 20, 2025 Jul 2, 2026
Institutional holders
320
+8 QoQ
13F value
$2.67B
-1.3% QoQ
Smart-money holders
4
signal tier ≥ 2
New smart buyers
1
Q1 2026
Options barometer
calls only
$1.5M calls / — puts
Institutional value by quarter
Number of holders
Who owns FIXD?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 8.9M | $388.3M | 0.0% | +0.5% |
| LPL Financial LLC | Bank broker | 8.1M | $352.8M | 0.1% | +14.4% |
| WELLS FARGO & COMPANY/MN | Bank broker | 6.0M | $259.6M | 0.1% | +0.4% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 2.8M | $122.8M | 0.0% | -2.8% |
| AMERIPRISE FINANCIAL INC | Bank broker | 2.3M | $100.8M | 0.0% | -29.3% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 2.3M | $98.6M | 0.0% | +3.5% |
| HighTower Advisors, LLC | Diversified mechanical | 1.6M | $71.5M | 0.1% | +13.9% |
| ROYAL BANK OF CANADA | Bank broker | 1.5M | $67.0M | 0.0% | +7.1% |
| UBS Group AG | Bank broker | 1.5M | $66.9M | 0.0% | +0.7% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 1.2M | $52.3M | 0.1% | +2.9% |
| Cetera Investment Advisers | Wealth advisor | 945.7K | $41.2M | 0.0% | -0.2% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 915.6K | $39.9M | 0.0% | -9.7% |
| NewEdge Advisors, LLC | Diversified mechanical | 857.3K | $37.4M | 0.1% | +10.2% |
| Geneos Wealth Management Inc. | Wealth advisor | 856.7K | $37.3M | 0.9% | +51.6% |
| Commonwealth Financial Services, LLC | Wealth advisor | 784.3K | $34.2M | 5.4% | +8.1% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 764.9K | $33.3M | 0.1% | +1.8% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 759.1K | $33.1M | 0.0% | -9.8% |
| Thrivent Financial for Lutherans | Diversified mechanical | 739.5K | $32.2M | 0.1% | +3.4% |
| &PARTNERS | Diversified mechanical | 731.6K | $31.9M | 0.2% | +7.6% |
| GDS Wealth Management | Other | 685.7K | $29.9M | 1.8% | +12.8% |
| Arax Advisory Partners | Wealth advisor | 639.0K | $27.9M | 0.8% | +7.1% |
| Great Lakes Retirement, Inc. | Other | 638.2K | $27.8M | 2.9% | +2.5% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 571.3K | $24.9M | 0.0% | +5.9% |
| Baird Financial Group, Inc. | Diversified mechanical | 538.3K | $23.5M | 0.0% | +0.6% |
| Prospera Financial Services Inc | Diversified mechanical | 535.8K | $23.4M | 0.4% | +1.4% |
| PARK NATIONAL CORP /OH/ | Other | 489.9K | $21.4M | 0.7% | +47.6% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 459.4K | $20.0M | 0.0% | -16.1% |
| TCP Asset Management, LLC | Wealth advisor | 421.9K | $18.4M | 2.4% | +3.4% |
| Per Stirling Capital Management, LLC. | Wealth advisor | 419.9K | $18.3M | 2.0% | +18.6% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 406.9K | $17.7M | 0.0% | +1094.4% |
| JANE STREET GROUP, LLC | Market maker | 393.9K | $17.2M | 0.0% | +3890.7% |
| Alpha Financial Advisors, LLC | Wealth advisor | 380.9K | $16.6M | 5.1% | -1.0% |
| Dominguez Wealth Management Solutions, Inc. | Wealth advisor | 327.1K | $14.3M | 8.6% | +1.8% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 250.5K | $10.9M | 0.0% | -16.3% |
| Triumph Capital Management | Wealth advisor | 233.8K | $10.2M | 2.1% | -0.5% |
| FIRST TRUST ADVISORS LP | Index provider | 230.4K | $10.0M | 0.0% | +13.4% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 230.1K | $10.0M | 0.0% | -10.0% |
| LexAurum Advisors, LLC | Wealth advisor | 225.4K | $9.8M | 1.3% | — |
| Janney Montgomery Scott LLC | Diversified mechanical | 223.3K | $9.7M | 0.0% | +4.7% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 219.0K | $9.5M | 0.0% | +26.7% |
| Mariner, LLC | Diversified mechanical | 208.4K | $9.1M | 0.0% | -67.1% |
| MGO ONE SEVEN LLC | Wealth advisor | 206.8K | $9.0M | 0.2% | +13.1% |
| IFP Advisors, Inc | Wealth advisor | 206.6K | $9.0M | 0.2% | +2.1% |
| BENJAMIN EDWARDS INC | Diversified mechanical | 199.5K | $8.7M | 0.1% | +6.0% |
| TWIN PEAKS WEALTH ADVISORS, LLC | Wealth advisor | 189.8K | $8.3M | 2.1% | +4.8% |
| Integrated Wealth Concepts LLC | Wealth advisor | 189.3K | $8.3M | 0.1% | +351.8% |
| Landmark Wealth Management, LLC | Wealth advisor | 187.9K | $8.2M | 2.2% | +24.0% |
| Sanctuary Advisors, LLC | Wealth advisor | 176.9K | $7.7M | 0.0% | +1.0% |
| RFG Advisory, LLC | Wealth advisor | 165.2K | $7.2M | 0.1% | +143.1% |
| Kestra Advisory Services, LLC | Wealth advisor | 152.6K | $6.7M | 0.0% | -8.0% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.