FIXD

First Trust Smith OpportunisETF
UnclassifiedUSCUSIP 33740F805◍ Confluence graph
Tracked 13F Holders
297
-67 QoQ
13F Value (tracked)
$2.6B
13F Moves · latest Q
25 added
20 trimmed
Recent Filings
0

Who owns FIXD?

297 tracked 13F filers

297 tracked 13F filers disclose a position in FIXD as of the latest SEC 13F filings, a combined $2.6B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

1 source-reported value row is withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1MORGAN STANLEY
$388.3M
8.9M
+0.5%
Added · +48K sh
Q1 2026
2LPL Financial LLC
$352.8M
8.1M
+14%
Added · +1.0M sh
Q1 2026
3WELLS FARGO & COMPANY/MN
$259.6M
6.0M
+0.4%
Added · +24K sh
Q1 2026
4RAYMOND JAMES FINANCIAL INC
$122.8M
2.8M
−2.8%
Reduced · −80K sh
Q1 2026
5AMERIPRISE FINANCIAL INC
$100.8M
2.3M
−29%
Reduced · −959K sh
Q1 2026
6ENVESTNET ASSET MANAGEMENT INC
$98.6M
2.3M
+3.5%
Added · +77K sh
Q1 2026
7HighTower Advisors, LLC
$71.5M
1.6M
+14%
Added · +200K sh
Q1 2026
8ROYAL BANK OF CANADA
$67.0M
1.5M
+7.1%
Added · +102K sh
Q1 2026
9UBS Group AG
$66.9M
1.5M
+0.7%
Added · +11K sh
Q1 2026
10TRUIST FINANCIAL CORP
$52.3M
1.2M
+2.9%
Added · +34K sh
Q1 2026
11NewEdge Advisors, LLC
$46.8M
1.1M
+25%
Added · +217K sh
Q2 2026
12Cetera Investment Advisers
$41.2M
946K
−0.2%
Reduced · −2K sh
Q1 2026
13BANK OF AMERICA CORP /DE/
$39.9M
916K
−9.7%
Reduced · −99K sh
Q1 2026
14Geneos Wealth Management Inc.
$38.7M
887K
+3.6%
Added · +31K sh
Q2 2026
15&PARTNERS
$35.4M
820K
+12%
Added · +88K sh
Q2 2026
16GDS Wealth Management
$34.2M
784K
+14%
Added · +98K sh
Q2 2026
17OSAIC HOLDINGS, INC.
$33.1M
759K
−9.8%
Reduced · −82K sh
Q1 2026
18Arax Advisory Partners
$31.5M
723K
+13%
Added · +84K sh
Q2 2026
19Great Lakes Retirement, Inc.
$28.6M
655K
+2.6%
Added · +17K sh
Q2 2026
20PARK NATIONAL CORP /OH/
$27.5M
631K
+29%
Added · +141K sh
Q2 2026
21STIFEL FINANCIAL CORP
$24.9M
571K
+5.9%
Added · +32K sh
Q1 2026
22Baird Financial Group, Inc.
$23.5M
538K
+0.6%
Added · +3K sh
Q1 2026
23Prospera Financial Services Inc
$23.0M
527K
−1.7%
Reduced · −9K sh
Q2 2026
24Steward Partners Investment Advisory, LLC
$21.8M
500K
11×
Added · +457K sh
Q2 2026
25TCP Asset Management, LLC
$20.5M
469K
+11%
Added · +47K sh
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is FIXD being bought or sold by institutions?

Last quarter, 1 fund opened a new position in FIXD and 24 added to an existing one, while 20 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
1
funds
Added
24
funds
Reduced
20
funds
Exited
0
funds

Funds that own FIXD also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA165 funds$13.5B
MICROSOFT CORPMSFT165 funds$7.6B
APPLE INCAAPL162 funds$13.5B
AMAZON.COM INCAMZN162 funds$7.6B
JPMORGAN CHASE & COJPM162 funds$3.9B
ALPHABET INC-CL AGOOGL161 funds$5.8B
BROADCOM INCAVGO157 funds$4.8B
ALPHABET INC-CL CGOOG157 funds$4.0B
TESLA INCTSLA157 funds$2.7B
SS SPDR S&P 500 ETF TRUST-USSPY155 funds$5.4B
META PLATFORMS INC-CLASS AMETA155 funds$3.8B
BERKSHIRE HATHAWAY INC-CL BBRK/B155 funds$3.3B

Ranked by how many of FIXD's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

216 funds-5 since Q3 2024
0142283Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $682.4M · 1 values withheld

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Connected entities for FIXD

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Ask your agent what changed in FIXD

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/FIXD/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for FIXD.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for FIXD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.