First Trust Smith OpportunisFIXDETF
13F holders, Q3 2025 (September 30)297holders −16
23new positions
33sold out
2famous investors
$44.14avg. 13F price*
At the end of Q3 2025, 297 institutions reported holding First Trust Smith Opportunis (FIXD) in their 13F filings, down 16 from Q2 2025. 23 opened new positions and 33 sold out. The largest holders were Morgan Stanley ($384.3M), LPL Financial LLC ($287.1M) and Wells Fargo & Company ($252.7M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- First Trust Smith Opportunis
- CUSIP
- 33740F805
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $13.5M |
| Exits | 33 | $27.1M |
All 13F filers, Q2 2025 → Q3 2025: 4,385,739 shares bought and 2,925,121 shares sold, net +1,460,618 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 297 holders
| Morgan Stanley | 0.02% | Add +1.9% | 8,651,060 | $384.3M |
| LPL Financial LLC | 0.08% | Add +0.8% | 6,464,074 | $287.1M |
| Wells Fargo & Company | 0.05% | Add +9.0% | 5,688,979 | $252.7M |
| Ameriprise Financial Inc. | 0.03% | Reduce -2.6% | 2,753,726 | $122.2M |
| Raymond James Financial Inc. | 0.04% | Reduce -0.0% | 2,722,669 | $120.9M |
| Envestnet Asset Management Inc. | 0.03% | Add +5.0% | 2,270,157 | $100.8M |
| Arax Advisory Partners | 0.97% | Add +270.5% | 1,986,371 | $67.7M |
| Royal Bank of Canada | 0.01% | Add +12.2% | 1,350,682 | $60.0M |
| Truist Financial Corp. | 0.08% | Add +1.5% | 1,281,747 | $56.9M |
| Osaic Holdings, Inc. | 0.08% | Add +4.6% | 1,229,556 | $54.2M |
| Cetera Investment Advisers | 0.05% | Add +29.1% | 942,771 | $41.9M |
| Cambridge Investment Research Advisors, Inc. | 0.11% | Add +5.0% | 865,894 | $38.5M |
| HighTower Advisors, LLC | 0.04% | Add +0.3% | 844,686 | $37.5M |
| Bank of America Corp. | 0.00% | Reduce -2.0% | 722,955 | $32.1M |
| UBS Group AG | 0.01% | Reduce -15.2% | 718,476 | $31.9M |
| Commonwealth Financial Services, LLC | 5.44% | Add +1.2% | 715,827 | $31.8M |
| &partners | 0.20% | Reduce -17.6% | 692,489 | $30.8M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -23.4% | 658,688 | $29.3M |
| Great Lakes Retirement, Inc. | 2.97% | Add +3.0% | 612,143 | $27.2M |
| Thrivent Financial for Lutherans | 0.05% | Add +1940.0% | 578,922 | $25.7M |
| Geneos Wealth Management Inc. | 0.63% | Add +3.5% | 559,749 | $24.9M |
| Prospera Financial Services Inc | 0.40% | Reduce -0.0% | 533,624 | $23.7M |
| Stifel Financial Corp. | 0.02% | Reduce -2.5% | 526,350 | $23.4M |
| Baird Financial Group, Inc. | 0.04% | Add +49.7% | 525,848 | $23.4M |
| LeClair Wealth Partners LLC | 14.54% | Add +2.3% | 525,519 | $23.3M |
| GDS Wealth Management | 1.53% | Add +12.7% | 520,633 | $23.1M |
| Atria Investments, Inc | 0.25% | Reduce -7.6% | 495,265 | $22.0M |
| NewEdge Advisors, LLC | 0.10% | Add +2.7% | 492,055 | $21.9M |
| Mariner, LLC | 0.02% | Add +6.7% | 425,837 | $18.9M |
| TCP Asset Management, LLC | 2.94% | Add +4.7% | 370,931 | $16.5M |
| Alpha Financial Advisors, LLC | 5.52% | Add +3.8% | 353,197 | $15.7M |
| Per Stirling Capital Management, LLC. | 1.82% | Add +6.8% | 343,085 | $15.2M |
| Dominguez Wealth Management Solutions, Inc. | 9.00% | Add +1.1% | 320,165 | $14.2M |
| Citadel Advisors | 0.01% | Reduce -9.9% | 276,758 | $12.3M |
| MML Investors Services, LLC | 0.03% | Add +5.9% | 240,284 | $10.7M |
| LexAurum Advisors, LLC | 1.50% | Add +9.6% | 236,201 | $10.5M |
| Triumph Capital Management | 2.75% | Reduce -5.2% | 229,095 | $10.2M |
| IFP Advisors, Inc | 0.24% | Reduce -2.7% | 208,554 | $9.3M |
| Opes Wealth Management LLC | 1.59% | Reduce -2.8% | 203,944 | $9.1M |
| Larson Financial Group LLC | 0.31% | Reduce -33.1% | 199,136 | $8.8M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -3.0% | 198,092 | $8.8M |
| Twin Peaks Wealth Advisors, LLC | 2.96% | Add +0.0% | 195,178 | $8.7M |
| Sanctuary Advisors, LLC | 0.05% | Add +3.0% | 179,242 | $8.0M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +1.6% | 167,396 | $7.4M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -25.4% | 163,598 | $7.3M |
| Jane Street Group, LLC | 0.01% | Reduce -0.6% | 161,671 | $7.2M |
| Park National Corp. | 0.22% | Reduce -2.9% | 158,640 | $7.0M |
| First Trust Advisors LP | 0.01% | Add +15.6% | 156,464 | $7.0M |
| Dynamic Advisor Solutions LLC | 0.20% | Reduce -0.5% | 152,290 | $6.8M |
| Benjamin Edwards Inc. | 0.07% | Add +20.5% | 146,280 | $6.5M |
| Landmark Wealth Management, LLC | 2.52% | Add +4.5% | 142,986 | $6.4M |
| Pine Valley Investments Ltd Liability Co | 0.32% | Add +0.7% | 140,113 | $6.2M |
| Randall & Associates Wealth Management | 4.42% | Add +15.3% | 137,197 | $6.1M |
| Centaurus Financial, Inc. | 0.27% | Reduce -1.1% | 130,705 | $5.8M |
| ERn Financial, LLC | 1.14% | Add +7.8% | 130,284 | $5.8M |
| Axxcess Wealth Management, LLC | 0.12% | Reduce -1.3% | 124,702 | $5.5M |
| Silver Oak Securities, Incorporated | 0.41% | Add +1.5% | 124,694 | $5.5M |
| CoreCap Advisors, LLC | 0.19% | Add +764.4% | 120,492 | $5.4M |
| Private Advisor Group, LLC | 0.03% | Add +1.9% | 118,750 | $5.3M |
| Stratos Wealth Partners, LTD. | 0.06% | Reduce -6.9% | 116,452 | $5.2M |
| Coppell Advisory Solutions LLC | 0.54% | Reduce -4.7% | 114,478 | $5.1M |
| Cornerstone Wealth Management, LLC | 0.27% | Reduce -3.5% | 111,973 | $5.0M |
| Kingsview Wealth Management, LLC | 0.07% | Add +7.5% | 109,857 | $4.9M |
| Sequent Planning LLC | 1.37% | Add +1.8% | 108,471 | $4.8M |
| Summit Wealth Group LLC / Co. | 0.50% | New | 9,737 | $4.8M |
| Howard Financial Services, LTD. | 0.57% | Reduce -18.9% | 104,636 | $4.6M |
| Equitable Holdings, Inc. | 0.03% | Add +24.0% | 102,267 | $4.5M |
| Assetmark, Inc. | 0.01% | Add +10.2% | 101,161 | $4.5M |
| Keystone Wealth Services, LLC | 0.97% | Add +22.1% | 100,565 | $4.5M |
| Capital Planning LLC | 1.30% | Add +7.8% | 100,199 | $4.5M |
| CreativeOne Wealth, LLC | 0.11% | Add +47.9% | 99,586 | $4.4M |
| USAdvisors Wealth Management, LLC | 1.48% | Reduce -5.6% | 96,877 | $4.3M |
| FSB Premier Wealth Management, Inc. | 1.41% | Reduce -16.3% | 96,642 | $4.3M |
| Mutual Advisors, LLC | 0.09% | Add +12.3% | 93,193 | $4.2M |
| Signature Estate & Investment Advisors LLC | 0.09% | Reduce -5.6% | 91,720 | $4.1M |
| HBW Advisory Services LLC | 0.44% | Reduce -3.1% | 88,597 | $3.9M |
| Family Capital Management, Inc. | 1.83% | Reduce -1.6% | 86,337 | $3.8M |
| Ashton Thomas Private Wealth, LLC | 0.10% | Reduce -5.6% | 85,698 | $3.8M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -40.0% | 85,481 | $3.8M |
| Concurrent Investment Advisors, LLC | 0.07% | Add +33.9% | 85,358 | $3.8M |
| Retirement Planning Group, LLC | 0.13% | Add +52.0% | 84,819 | $3.8M |
| Harbour Investments, Inc. | 0.08% | Reduce -67.0% | 83,279 | $3.7M |
| CFO4Life Group, LLC | 0.52% | Reduce -2.5% | 80,097 | $3.6M |
| BCGM Wealth Management, LLC | 0.92% | Add +5.4% | 79,682 | $3.5M |
| Cwm, LLC | 0.01% | Add +2.1% | 79,490 | $3.5M |
| Nations Financial Group Inc, /Ia/ | 0.22% | Reduce -12.7% | 79,128 | $3.5M |
| Fagan Associates, Inc. | 0.48% | Reduce -2.6% | 78,231 | $3.5M |
| Blackhawk Capital Partners, LLC | 1.32% | Add +5.7% | 76,615 | $3.4M |
| Darwin Wealth Management, LLC | 1.08% | Reduce -1.3% | 76,174 | $3.4M |
| World Investment Advisors | 0.07% | Add +2.1% | 75,505 | $3.4M |
| Harvest Investment Services, LLC | 0.66% | Add +0.6% | 74,141 | $3.3M |
| Snowden Capital Advisors LLC | 0.09% | Reduce -6.1% | 72,014 | $3.2M |
| Bank of New York Mellon Corp | 0.00% | Add +8.8% | 69,635 | $3.1M |
| Betterment LLC | 0.01% | Reduce -8.8% | 67,888 | $3.0M |
| RFG Advisory, LLC | 0.06% | Add +17.1% | 66,289 | $2.9M |
| Cannon Financial Strategists, Inc. | 0.41% | Add +3.6% | 64,380 | $2.9M |
| Oppenheimer & Co. Inc. | 0.03% | Reduce -1.9% | 64,049 | $2.8M |
| Westside Investment Management, Inc. | 0.44% | Reduce -6.0% | 62,475 | $2.8M |
| Independent Financial Group, LLC | 0.07% | Reduce -10.3% | 61,033 | $2.7M |
| Elevation Point Wealth Partners, LLC | 0.19% | New | 60,483 | $2.7M |
| Core Wealth Partners LLC | 1.16% | Add +9.8% | 56,997 | $2.5M |
| Farther Finance Advisors, LLC | 0.04% | Reduce -7.5% | 56,867 | $2.5M |
| WealthCare Investment Partners, LLC | 0.81% | Add +8.5% | 56,209 | $2.5M |
| LaSalle St. Investment Advisors, LLC | 0.45% | Reduce -0.4% | 56,212 | $2.5M |
| Global View Capital Management LLC | 0.53% | Reduce -3.7% | 55,884 | $2.5M |
| Comerica Bank | 0.01% | Reduce -3.8% | 54,968 | $2.4M |
| Csenge Advisory Group | 0.12% | Add +0.8% | 54,772 | $2.4M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +0.2% | 54,548 | $2.4M |
| American Financial Advisors, LLC | 0.31% | Reduce -30.1% | 54,372 | $2.4M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +1.5% | 53,351 | $2.4M |
| Inspirion Wealth Advisors, LLC | 0.33% | Add +18.6% | 52,091 | $2.4M |
| Iams Wealth Management, LLC | 0.94% | Add +23.0% | 52,693 | $2.3M |
| RDA Financial Network | 0.57% | Add +0.7% | 52,210 | $2.3M |
| Integrated Wealth Concepts LLC | 0.02% | Add +16.6% | 50,430 | $2.2M |
| AE Wealth Management LLC | 0.01% | Reduce -0.6% | 49,937 | $2.2M |
| First Financial Group Corp | 1.84% | Reduce -18.5% | 47,691 | $2.1M |
| D.A. Davidson & Co. | 0.01% | Reduce -0.8% | 47,205 | $2.1M |
| Mgo One Seven LLC | 0.05% | Add +1.4% | 46,934 | $2.1M |
| Intrua Financial, LLC | 0.23% | Reduce -1.4% | 45,061 | $2.0M |
| U.S. Capital Wealth Advisors, LLC | 0.05% | Reduce -0.7% | 43,694 | $1.9M |
| Columbia Advisory Partners LLC | 1.30% | Add +26.4% | 42,340 | $1.9M |
| Drake & Associates, LLC | 0.39% | Reduce -92.7% | 41,985 | $1.9M |
| Maia Wealth LLC | 0.30% | Reduce -7.5% | 39,823 | $1.8M |
| PFG Advisors | 0.07% | Reduce -25.1% | 39,589 | $1.8M |
| IFG Advisory, LLC | 0.08% | Add +8.4% | 39,092 | $1.7M |
| NewSquare Capital LLC | 0.12% | Add +3.3% | 38,412 | $1.7M |
| Western Wealth Management, LLC | 0.09% | Add +11.9% | 38,311 | $1.7M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -19.5% | 37,336 | $1.7M |
| Ameritas Advisory Services, LLC | 0.11% | Reduce -32.2% | 36,556 | $1.6M |
| HCR Wealth Advisors | 0.17% | Add +2.1% | 36,058 | $1.6M |
| QTR Family Wealth, LLC | 0.76% | Reduce -4.0% | 35,891 | $1.6M |
| Sigma Planning Corp | 0.04% | Reduce -37.4% | 35,645 | $1.6M |
| Gladstone Institutional Advisory LLC | 0.06% | Reduce -4.8% | 34,803 | $1.5M |
| Acorn Wealth Advisors, LLC | 0.48% | Reduce -8.1% | 34,357 | $1.5M |
| Advance Capital Management, Inc. | 0.06% | Add +0.1% | 32,248 | $1.4M |
| Pinnacle Family Advisors, LLC | 0.61% | Add +2.6% | 31,658 | $1.4M |
| Park Avenue Securities LLC | 0.01% | Reduce -4.5% | 30,884 | $1.4M |
| Creative Financial Designs Inc. | 0.09% | Reduce -20.1% | 30,266 | $1.3M |
| Gateway Wealth Partners, LLC | 0.18% | Add +2.6% | 29,819 | $1.3M |
| Andina Capital Management, LLC | 0.75% | Reduce -9.7% | 29,801 | $1.3M |
| Brookstone Capital Management | 0.02% | Add +4.7% | 29,687 | $1.3M |
| West Michigan Advisors, LLC | 0.32% | Reduce -7.7% | 29,571 | $1.3M |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -16.6% | 28,287 | $1.3M |
| Claris Financial LLC | 0.69% | Add +1.3% | 27,171 | $1.2M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +5.2% | 26,881 | $1.2M |
| IHT Wealth Management, LLC | 0.03% | Reduce -1.0% | 26,877 | $1.2M |
| Waverly Advisors, LLC | 0.01% | Add +13.5% | 26,651 | $1.2M |
| Richmond Investment Services, LLC | 0.22% | Reduce -1.3% | 26,402 | $1.2M |
| Foundations Investment Advisors, LLC | 0.02% | Reduce -0.1% | 26,366 | $1.2M |
| United Advisor Group, LLC | 0.14% | Reduce -3.3% | 23,513 | $1.0M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -11.6% | 23,272 | $1.0M |
| Renaissance Technologies | 0.00% | New | 23,200 | $1.0M |
| National Wealth Management Group, LLC | 0.38% | New | 22,772 | $1.0M |
| Cambridge Advisors Inc. | 0.20% | Add +0.1% | 22,666 | $1.0M |
| Flow Traders U.S. LLC | 0.04% | Reduce -78.9% | 22,657 | $1.0M |
| WCG Wealth Advisors LLC | 0.06% | Reduce -5.6% | 22,575 | $1.0M |
| CLG LLC | 0.27% | Reduce -6.0% | 22,356 | $993K |
| Condor Capital Management | 0.08% | No change | 22,081 | $981K |
| Maridea Wealth Management LLC | 0.15% | No change | 21,793 | $980K |
| Cyndeo Wealth Partners, LLC | 0.05% | Reduce -13.7% | 21,412 | $951K |
| Laraway Financial Advisors Inc | 0.63% | Add +0.3% | 20,802 | $924K |
| Eq LLC | 0.31% | Reduce -0.1% | 20,769 | $923K |
| Advisory Alpha, LLC | 0.03% | Add +1.7% | 20,394 | $910K |
| Creative Planning | 0.00% | Reduce -15.3% | 20,366 | $905K |
| Allen Capital Group, LLC | 0.08% | Reduce -33.6% | 19,926 | $885K |
| Beacon Financial Group | 0.08% | Reduce -48.7% | 19,257 | $855K |
| First PREMIER Bank | 0.19% | Add +11.7% | 19,170 | $852K |
| Merit Financial Group, LLC | 0.01% | New | 18,592 | $826K |
| Golden State Wealth Management, LLC | 0.09% | Reduce -65.1% | 18,066 | $803K |
| Bramshill Investments, LLC | 0.05% | Reduce -47.8% | 18,000 | $800K |
| GSG Advisors LLC | 0.21% | Add +0.4% | 17,951 | $799K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.25% | Add +0.1% | 17,975 | $798K |
| Integrated Advisors Network LLC | 0.03% | Reduce -2.5% | 17,871 | $794K |
| Holos Integrated Wealth LLC | 0.45% | Reduce -17.1% | 17,058 | $760K |
| Walkner Condon Financial Advisors LLC | 0.12% | Reduce -9.4% | 16,704 | $742K |
| Entruity Wealth, LLC | 0.56% | Add +10.5% | 16,150 | $717K |
| Perigon Wealth Management, LLC | 0.01% | Add +5.4% | 15,725 | $699K |
| Crux Wealth Advisors | 0.28% | Reduce -8.8% | 15,629 | $694K |
| Altus Wealth Group LLC | 0.28% | Add +14.8% | 15,589 | $692K |
| StoneX Group Inc. | 0.03% | Reduce -24.0% | 15,355 | $682K |
| Clear Creek Financial Management, LLC | 0.06% | Reduce -31.6% | 15,353 | $682K |
| Pinnacle Bancorp, Inc. | 0.20% | Reduce -0.1% | 15,337 | $681K |
| Collaborative Wealth Managment Inc. | 0.27% | Reduce -5.4% | 14,848 | $660K |
| Milestone Asset Management, LLC | 0.12% | New | 14,769 | $656K |
| Bellevue Asset Management, LLC | 0.30% | Reduce -11.1% | 14,768 | $656K |
| IFS Group,LLC | 0.56% | — | 14,401 | $641K |
| NewEdge Wealth, LLC | 0.01% | Add +0.2% | 14,063 | $625K |
| Cerity Partners LLC | 0.00% | Add +148.6% | 14,058 | $624K |
| Rossby Financial, LCC | 0.20% | Add +77.1% | 13,843 | $616K |
| Advisory Services Network, LLC | 0.01% | Reduce -2.4% | 13,488 | $599K |
| BlueChip Wealth Advisors LLC | 0.25% | Add +1.0% | 13,296 | $591K |
| Savvy Advisors, Inc. | 0.03% | Add +9.5% | 13,212 | $587K |
| Diversify Advisory Services, LLC | 0.02% | Reduce -17.7% | 13,089 | $582K |
| Cottonwood Capital Advisors, LLC | 0.42% | Add +0.6% | 12,929 | $574K |
| WMG Financial Advisors, LLC | 0.19% | Reduce -7.0% | 12,843 | $570K |
| Capital Investment Advisory Services, LLC | 0.04% | Add +8.0% | 12,740 | $566K |
| TCFG Wealth Management, LLC | 0.22% | Reduce -0.3% | 12,614 | $560K |
| Lanark Financial, Inc. | 0.04% | Reduce -13.9% | 12,401 | $551K |
| Founders Financial Securities LLC | 0.04% | Reduce -25.3% | 11,927 | $530K |
| Summit Financial, LLC | 0.01% | New | 11,447 | $508K |
| Triad Wealth Partners, LLC | 0.07% | New | 11,369 | $505K |
| KG Capital Management | 0.14% | Add +4.6% | 11,332 | $503K |
| Global Retirement Partners, LLC | 0.01% | Add +24.8% | 10,970 | $487K |
| Quadcap Wealth Management, LLC | 0.05% | Reduce -4.2% | 10,370 | $461K |
| Smithbridge Asset Management Inc. | 0.06% | New | 9,885 | $439K |
| Focus Financial Network, Inc. | 0.02% | Add +1.9% | 9,590 | $426K |
| Lighthouse Wealth Management Inc. | 0.34% | Add +0.1% | 9,561 | $425K |
| Novem Group | 0.05% | Add +0.3% | 9,557 | $425K |
| Private Trust Co. NA | 0.04% | Reduce -19.7% | 9,550 | $424K |
| Composition Wealth, LLC | 0.01% | No change | 9,461 | $420K |
| Private Client Services, LLC | 0.14% | Reduce -31.0% | 9,388 | $417K |
| Apollon Wealth Management, LLC | 0.01% | Add +0.7% | 9,283 | $412K |
| Spire Wealth Management | 0.01% | Reduce -34.3% | 9,276 | $412K |
| Citigroup Inc. | 0.00% | Add +5.1% | 9,145 | $406K |
| Principal Securities, Inc. | 0.01% | Add +4.4% | 9,143 | $406K |
| DAVENPORT & Co LLC | 0.00% | Add +4.6% | 9,055 | $402K |
| Modern Wealth Management, LLC | 0.01% | Reduce -28.4% | 8,883 | $395K |
| Ausdal Financial Partners, Inc. | 0.02% | Reduce -69.8% | 8,611 | $383K |
| Old Port Advisors | 0.10% | Reduce -0.2% | 8,499 | $378K |
| Patriot Financial Group Insurance Agency, LLC | 0.05% | Reduce -1.8% | 8,119 | $361K |
| OneAscent Financial Services LLC | 0.02% | Add +5.2% | 8,067 | $358K |
| Van Hulzen Asset Management, LLC | 0.03% | No change | 7,897 | $351K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +1.9% | 7,620 | $338K |
| ABLE Financial Group, LLC | 0.07% | Add +4.4% | 7,575 | $336K |
| Regal Investment Advisors LLC | 0.02% | Reduce -4.7% | 7,140 | $317K |
| Medallion Wealth Advisors, LLC | 0.11% | Reduce -12.8% | 7,028 | $312K |
| ShoreHaven Wealth Partners, LLC | 0.12% | Add +26.3% | 7,013 | $312K |
| Tucker Asset Management LLC | 0.09% | Reduce -20.9% | 6,970 | $310K |
| First Heartland Consultants, Inc. | 0.02% | Reduce -26.3% | 6,635 | $295K |
| EdgeRock Capital LLC | 0.08% | Add +0.1% | 6,594 | $293K |
| Choreo, LLC | 0.00% | New | 6,559 | $291K |
| Pinnacle Associates Ltd. | 0.00% | No change | 6,555 | $291K |
| Cooper Financial Group | 0.03% | Add +1.1% | 6,354 | $282K |
| GeoWealth Management, LLC | 0.01% | Add +5.4% | 6,352 | $282K |
| Leigh Baldwin & Co., LLC | 0.16% | Add +0.3% | 6,319 | $281K |
| TrueWealth Advisors, LLC | 0.07% | Reduce -20.3% | 6,204 | $276K |
| Arkadios Wealth Advisors | 0.01% | Add +16.8% | 6,066 | $269K |
| Quad-Cities Investment Group, LLC | 0.11% | Reduce -0.2% | 6,031 | $268K |
| Goldstone Financial Group, LLC | 0.03% | Add +27.1% | 5,864 | $260K |
| Beacon Financial Advisory LLC | 0.06% | No change | 5,782 | $257K |
| Hilltop Holdings Inc. | 0.01% | Add +8.7% | 5,687 | $253K |
| Vestmark Advisory Solutions, Inc. | 0.00% | New | 5,604 | $249K |
| Allworth Financial LP | 0.00% | Reduce -13.5% | 5,235 | $233K |
| Lion Street Advisors, LLC | 0.08% | Reduce -17.4% | 4,285 | $229K |
| Strategic Blueprint, LLC | 0.01% | Reduce -29.7% | 5,044 | $224K |
| International Assets Investment Management, LLC | 0.02% | No change | 4,836 | $212K |
| Stablepoint Partners, LLC | 0.03% | Reduce -4.5% | 4,715 | $209K |
| Asset Allocation Strategies LLC | 0.04% | New | 4,619 | $205K |
| Moneywise, Inc. | 0.09% | New | 4,578 | $203K |
| TD Capital Management LLC | 0.02% | Add +1.1% | 4,479 | $199K |
| Scarborough Advisors, LLC | 0.03% | Add +22.1% | 3,836 | $170K |
| Jones Financial Companies LLLP | 0.00% | Add +2695.3% | 3,550 | $157K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -0.0% | 3,001 | $133K |
| US Bancorp \de | 0.00% | Reduce -69.9% | 2,944 | $131K |
| Bogart Wealth, LLC | 0.00% | Reduce -4.5% | 2,684 | $119K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -97.2% | 2,268 | $101K |
| First Pacific Financial | 0.01% | Reduce -47.8% | 2,113 | $94K |
| Creekmur Asset Management LLC | 0.02% | Reduce -45.7% | 2,062 | $92K |
| Raleigh Capital Management Inc. | 0.03% | Add +1.1% | 1,694 | $75K |
| Integrity Financial Corp | 0.03% | Reduce -38.0% | 1,304 | $58K |
| MAI Capital Management | 0.00% | No change | 1,188 | $53K |
| JPMorgan Chase & Co. | 0.00% | Add +29.5% | 1,164 | $52K |
| Richard W. Paul & Associates, LLC | 0.02% | Reduce -21.3% | 1,004 | $45K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 950 | $42K |
| Wealthspire Advisors, LLC | 0.00% | New | 888 | $39K |
| Wagner Wealth Management, LLC | 0.01% | Reduce -21.9% | 885 | $39K |
| Richardson Capital Management LLC | 0.02% | New | 832 | $37K |
| Evergreen Private Wealth LLC | 0.01% | No change | 807 | $36K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -85.7% | 701 | $31K |
| Founders Financial Alliance, LLC | 0.01% | Add +309.9% | 660 | $29K |
| Quest 10 Wealth Builders, Inc. | 0.03% | No change | 630 | $28K |
| Tanglewood Legacy Advisors, LLC | 0.01% | No change | 480 | $21K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -8.3% | 420 | $19K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 408 | $18K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 285 | $13K |
| Ameriflex Group, Inc. | 0.00% | Reduce -39.7% | 266 | $12K |
| Tidemark, LLC | 0.00% | No change | 252 | $11K |
| Hazlett, Burt & Watson, Inc. | 0.00% | New | 225 | $10K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | Reduce -30.8% | 225 | $10K |
| American National Bank & Trust | 0.00% | No change | 198 | $9K |
| Root Financial Partners, LLC | 0.00% | New | 190 | $8K |
| Curio Wealth, LLC | 0.00% | New | 161 | $7K |
| Glen Eagle Advisors, LLC | 0.00% | New | 151 | $7K |
| IMG Wealth Management, Inc. | 0.00% | No change | 143 | $6K |
| Smartleaf Asset Management LLC | 0.00% | New | 139 | $6K |
| DHJJ Financial Advisors, Ltd. | 0.00% | New | 127 | $6K |
| Hantz Financial Services, Inc. | 0.00% | No change | 114 | $5K |
| Hilltop National Bank | 0.00% | No change | 96 | $4K |
| Transamerica Financial Advisors, LLC | 0.00% | New | 50 | $2K |
| Bernard Wealth Management Corp. | 0.00% | No change | 33 | $1K |
| Horizon Investments, LLC | 0.00% | No change | 23 | $1K |
| Strategic Wealth Partners, Ltd. | 0.00% | Reduce -72.3% | 13 | $577 |
| Spurstone Advisory Services, LLC | 0.01% | No change | 12 | $533 |
| Archer Investment Corp | 0.00% | Reduce -100.0% | 4 | $198 |
| FMR LLC | 0.00% | No change | 2 | $89 |
| Wolff Wiese Magana LLC | 0.00% | No change | 1 | $45 |
| Sound Income Strategies, LLC | 0.00% | No change | 1 | $25 |
"% of holder's portfolio" is FIXD's weight in each manager's 13F, not the share of First Trust Smith Opportunis the manager owns.