Who Owns First Trust Smith Opportunistic Fixed Income ETF (FIXD)?Hedge Fund & Institutional Holders

$43.80-0.07 (-0.15%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+8 / -0

Price History

$42.40$43.24$44.08$44.92$45.76Aug 24May 25Mar 26

FIXD — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
BANK OF AMERICA CORP /DE/Increased+291K+$44.0B
UBS Group AGIncreased+806K+$35.7B
GDS Wealth ManagementNew Position+608K+$27.0B
Geneos Wealth Management Inc.New Position+565K+$25.0B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+547K+$24.0B
AMERIPRISE FINANCIAL INCIncreased+518K+$21.8B
WELLS FARGO & COMPANY/MNIncreased+242K+$9.3B
Rockefeller Capital Management L.P.Increased+212K+$9.2B
TWIN PEAKS WEALTH ADVISORS, LLCNew Position+181K+$8.0B
PARK NATIONAL CORP /OH/Increased+173K+$7.7B
Randall & Associates Wealth ManagementNew Position+140K+$6.2B
RAYMOND JAMES FINANCIAL INCIncreased+174K+$6.1B
CoreCap Advisors, LLCNew Position+131K+$5.8B
SILVER OAK SECURITIES, INCORPORATEDNew Position+113K+$5.0B
Intrua Financial, LLCNew Position+109K+$4.8B

FIXD — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Arax Advisory PartnersDecreased-1.4M-$67.6B
&PARTNERSDecreased-12K-$30.7B
Prospera Financial Services IncDecreased-5K-$23.7B
OSAIC HOLDINGS, INC.Decreased-388K-$18.2B
CITADEL ADVISORS LLCDecreased-155K-$7.3B
JANE STREET GROUP, LLCDecreased-152K-$7.2B
Dynamic Advisor Solutions LLCDecreased-142K-$6.8B
LeClair Wealth Partners LLCDecreased-127K-$5.7B
HARBOUR INVESTMENTS, INC.Decreased-15K-$3.7B
ELEVATION POINT WEALTH PARTNERS, LLCDecreased-39K-$2.7B
Integrated Wealth Concepts LLCDecreased-9K-$2.2B
RDA Financial NetworkDecreased-44K-$2.0B
Brookstone Capital ManagementDecreased-1K-$1.3B
IFP Advisors, IncDecreased-6K-$1.3B
Waverly Advisors, LLCDecreased-21K-$1.2B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1WELLS FARGO & COMPANY/MN3,730,348$165.0B30.05%Share
2AMERIPRISE FINANCIAL INC3,267,915$144.0B32.54%Share
3WELLS FARGO & COMPANY/MN2,200,512$97.0B17.67%Share
4RAYMOND JAMES FINANCIAL INC1,786,291$79.0B24.58%Share
5UBS Group AG1,524,629$67.6B10.96%Share
6ROYAL BANK OF CANADA1,426,852$63.0B10.25%Share
7RAYMOND JAMES FINANCIAL INC1,090,861$48.0B14.93%Share
8BANK OF AMERICA CORP /DE/694,439$30.0B2.18%Share
9OSAIC HOLDINGS, INC.682,575$30.0B43.84%Share
10Great Lakes Retirement, Inc.622,880$27.0B2.81%Share
11GDS Wealth Management608,154$27.0B1.69%Share
12Geneos Wealth Management Inc.565,029$25.0B0.61%Share
13COMMONWEALTH EQUITY SERVICES, LLC547,397$24.0B32.00%Share
14Baird Financial Group, Inc.534,862$23.0B35.85%Share
15STIFEL FINANCIAL CORP537,456$23.0B20.69%Share
16Atria Investments, Inc512,188$22.0B250.06%Share
17TCP Asset Management, LLC408,110$18.1B3.05%Share
18LeClair Wealth Partners LLC398,454$17.7B10.24%Share
19Alpha Financial Advisors, LLC384,721$17.1B5.21%Share
20Per Stirling Capital Management, LLC.354,005$15.7B1.76%Share
21PARK NATIONAL CORP /OH/326,269$14.5B0.45%Share
22Dominguez Wealth Management Solutions, Inc.321,384$14.2B8.71%Share
23BANK OF AMERICA CORP /DE/318,364$14.0B1.02%Share
24Rockefeller Capital Management L.P.297,642$13.0B23.40%Share
25Triumph Capital Management235,077$10.4B2.25%Share
26FIRST TRUST ADVISORS LP203,182$9.0B6.54%Share
27TWIN PEAKS WEALTH ADVISORS, LLC181,160$8.0B2.34%Share
28IFP Advisors, Inc202,328$8.0B0.18%Share
29Randall & Associates Wealth Management140,363$6.2B4.31%Share
30OSAIC HOLDINGS, INC.154,080$6.0B8.77%Share
31CoreCap Advisors, LLC130,544$5.8B0.20%Share
32Stratos Wealth Partners, LTD.120,926$5.4B60.58%Share
33SILVER OAK SECURITIES, INCORPORATED113,404$5.0B0.34%Share
34CITADEL ADVISORS LLC122,070$5.0B0.75%Share
35Private Advisor Group, LLC118,413$5.0B23.52%Share
36Intrua Financial, LLC109,294$4.8B0.51%Share
37Farther Finance Advisors, LLC106,490$4.7B50.56%Share
38Sequent Planning LLC106,260$4.7B1.20%Share
39Cornerstone Wealth Management, LLC105,823$4.7B0.24%Share
40ASSETMARK, INC102,817$4.6B9.29%Share
41Keystone Wealth Services, LLC102,666$4.5B0.96%Share
42Capital Planning LLC101,225$4.5B1.26%Share
43Family Capital Management, Inc.96,428$4.3B1.90%Share
44FSB PREMIER WEALTH MANAGEMENT, INC.95,534$4.2B1.34%Share
45Ashton Thomas Private Wealth, LLC91,488$4.1B0.10%Share
46Mutual Advisors, LLC90,714$4.0B0.09%Share
47CreativeOne Wealth, LLC97,285$4.0B0.10%Share
48Equitable Holdings, Inc.110,643$4.0B27.35%Share
49BCGM Wealth Management, LLC81,277$3.6B0.92%Share
50SIGNATURE ESTATE & INVESTMENT ADVISORS LLC74,122$3.3B0.07%Share

FIXD Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025304$1.3T+136
Q3 2025168$1.6T-116
Q2 2025284$1.8T-38
Q1 2025322$2.8T+37
Q4 2024285$69.7T+78
Q3 2024207$821.1T-7
Q2 2024214$388.5T+3
Q1 2024211$387.1T—

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As of Q4 2025, 50 institutional investors hold FIXD (First Trust Smith Opportunistic Fixed Income ETF). The largest holder is WELLS FARGO & COMPANY/MN with $165.0B in shares. This quarter, 8 institutions opened new positions and 0 closed their positions.

Frequently Asked Questions

How many hedge funds own FIXD?

As of Q4 2025, 50 institutional investors report holding FIXD (First Trust Smith Opportunistic Fixed Income ETF) in their 13F filings.

Who is the largest institutional holder of FIXD?

The largest institutional holder of FIXD is WELLS FARGO & COMPANY/MN with $165.0B in shares.

Is institutional ownership of FIXD increasing or decreasing?

This quarter, 8 institutions opened new positions in FIXD and 0 closed their positions.