First Trust Smith OpportunisFIXDETF
13F holders, Q1 2026 (March 31)321holders +8
33new positions
27sold out
2famous investors
$43.59avg. 13F price*
At the end of Q1 2026, 321 institutions reported holding First Trust Smith Opportunis (FIXD) in their 13F filings, up 8 from Q4 2025. 33 opened new positions and 27 sold out. The largest holders were Morgan Stanley ($388.3M), LPL Financial LLC ($352.8M) and Wells Fargo & Company ($259.6M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 33 | $15.4M |
| Exits | 27 | $49.1M |
All 13F filers, Q4 2025 → Q1 2026: 4,383,972 shares bought and 4,322,463 shares sold, net +61,509 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 321 holders
| Morgan Stanley | 0.02% | Add +0.5% | 8,906,859 | $388.3M |
| LPL Financial LLC | 0.09% | Add +14.4% | 8,092,909 | $352.8M |
| Wells Fargo & Company | 0.05% | Add +0.4% | 5,954,859 | $259.6M |
| Raymond James Financial Inc. | 0.04% | Reduce -2.8% | 2,816,876 | $122.8M |
| Ameriprise Financial Inc. | 0.02% | Reduce -29.3% | 2,312,968 | $100.8M |
| Envestnet Asset Management Inc. | 0.03% | Add +3.5% | 2,261,190 | $98.6M |
| HighTower Advisors, LLC | 0.08% | Add +13.9% | 1,640,667 | $71.5M |
| Royal Bank of Canada | 0.01% | Add +7.1% | 1,537,064 | $67.0M |
| UBS Group AG | 0.01% | Add +0.7% | 1,535,593 | $66.9M |
| Truist Financial Corp. | 0.07% | Add +2.9% | 1,200,067 | $52.3M |
| Cetera Investment Advisers | 0.04% | Reduce -0.2% | 945,688 | $41.2M |
| Bank of America Corp. | 0.00% | Reduce -9.7% | 915,602 | $39.9M |
| NewEdge Advisors, LLC | 0.14% | Add +10.2% | 857,345 | $37.4M |
| Geneos Wealth Management Inc. | 0.87% | Add +51.6% | 856,734 | $37.3M |
| Commonwealth Financial Services, LLC | 5.41% | Add +8.1% | 784,257 | $34.2M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Add +1.8% | 764,931 | $33.3M |
| Osaic Holdings, Inc. | 0.05% | Reduce -9.8% | 759,099 | $33.1M |
| Thrivent Financial for Lutherans | 0.06% | Add +3.4% | 739,524 | $32.2M |
| &partners | 0.16% | Add +7.6% | 731,650 | $31.9M |
| GDS Wealth Management | 1.80% | Add +12.8% | 685,735 | $29.9M |
| Arax Advisory Partners | 0.79% | Add +7.1% | 638,957 | $27.9M |
| Great Lakes Retirement, Inc. | 2.88% | Add +2.5% | 638,192 | $27.8M |
| Stifel Financial Corp. | 0.02% | Add +5.9% | 571,263 | $24.9M |
| Baird Financial Group, Inc. | 0.04% | Add +0.7% | 538,337 | $23.5M |
| Prospera Financial Services Inc | 0.38% | Add +1.4% | 535,827 | $23.4M |
| Park National Corp. | 0.65% | Add +47.6% | 489,876 | $21.4M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -16.1% | 459,424 | $20.0M |
| TCP Asset Management, LLC | 2.36% | Add +3.4% | 421,943 | $18.4M |
| Per Stirling Capital Management, LLC. | 2.02% | Add +18.6% | 419,909 | $18.3M |
| Susquehanna International Group, LLP | 0.02% | Add +1094.4% | 406,943 | $17.7M |
| Jane Street Group, LLC | 0.02% | Add +3890.7% | 393,924 | $17.2M |
| Alpha Financial Advisors, LLC | 5.09% | Reduce -1.0% | 380,905 | $16.6M |
| Dominguez Wealth Management Solutions, Inc. | 8.64% | Add +1.8% | 327,078 | $14.3M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -16.3% | 250,504 | $10.9M |
| Triumph Capital Management | 2.10% | Reduce -0.5% | 233,818 | $10.2M |
| First Trust Advisors LP | 0.01% | Add +13.4% | 230,370 | $10.0M |
| MML Investors Services, LLC | 0.03% | Reduce -10.0% | 230,133 | $10.0M |
| LexAurum Advisors, LLC | 1.28% | — | 225,414 | $9.8M |
| Janney Montgomery Scott LLC | 0.02% | Add +4.8% | 223,334 | $9.7M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +26.7% | 219,005 | $9.5M |
| Mariner, LLC | 0.01% | Reduce -67.1% | 208,402 | $9.1M |
| Mgo One Seven LLC | 0.18% | Add +13.1% | 206,779 | $9.0M |
| IFP Advisors, Inc | 0.19% | Add +2.1% | 206,631 | $9.0M |
| Benjamin Edwards Inc. | 0.09% | Add +6.0% | 199,500 | $8.7M |
| Twin Peaks Wealth Advisors, LLC | 2.08% | Add +4.8% | 189,770 | $8.3M |
| Integrated Wealth Concepts LLC | 0.07% | Add +351.8% | 189,328 | $8.3M |
| Landmark Wealth Management, LLC | 2.19% | Add +24.0% | 187,923 | $8.2M |
| Sanctuary Advisors, LLC | 0.04% | Add +1.0% | 176,872 | $7.7M |
| RFG Advisory, LLC | 0.13% | Add +143.1% | 165,228 | $7.2M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -8.0% | 152,623 | $6.7M |
| Pine Valley Investments Ltd Liability Co | 0.29% | Add +4.8% | 137,947 | $6.0M |
| CoreCap Advisors, LLC | 0.20% | Add +5.7% | 137,923 | $6.0M |
| ERn Financial, LLC | 1.12% | Add +0.1% | 136,327 | $5.9M |
| Larson Financial Group LLC | 0.17% | Reduce -45.8% | 122,787 | $5.4M |
| Stratos Wealth Partners, LTD. | 0.06% | Add +1.5% | 122,716 | $5.3M |
| Equitable Holdings, Inc. | 0.03% | Add +5.1% | 116,259 | $5.2M |
| Randall & Associates Wealth Management | 3.42% | Reduce -17.0% | 116,551 | $5.1M |
| Private Advisor Group, LLC | 0.02% | Reduce -3.5% | 114,224 | $5.0M |
| Capital Financial Group Inc\co\ | 2.69% | Add +2.4% | 112,254 | $4.9M |
| Darwin Wealth Management, LLC | 1.52% | Add +45.8% | 112,043 | $4.9M |
| Assetmark, Inc. | 0.01% | Add +5.0% | 108,003 | $4.7M |
| Retirement Planning Group, LLC | 0.14% | Add +11.4% | 107,088 | $4.7M |
| Family Capital Management, Inc. | 2.06% | Add +10.1% | 106,151 | $4.6M |
| Sequent Planning LLC | 1.10% | Reduce -2.2% | 103,951 | $4.5M |
| Keystone Wealth Services, LLC | 0.96% | Add +0.6% | 103,251 | $4.5M |
| Ashton Thomas Private Wealth, LLC | 0.11% | Add +11.5% | 101,987 | $4.4M |
| Capital Planning LLC | 1.43% | Reduce -0.1% | 101,089 | $4.4M |
| CreativeOne Wealth, LLC | 0.10% | Reduce -2.2% | 95,471 | $4.2M |
| Mutual Advisors, LLC | 0.09% | Add +4.6% | 94,907 | $4.1M |
| Kingsview Wealth Management, LLC | 0.06% | Reduce -16.3% | 93,364 | $4.1M |
| FSB Premier Wealth Management, Inc. | 1.25% | Reduce -3.8% | 91,888 | $4.0M |
| BCGM Wealth Management, LLC | 0.97% | Add +8.5% | 88,165 | $3.8M |
| World Investment Advisors | 0.06% | Reduce -1.3% | 84,939 | $3.7M |
| HBW Advisory Services LLC | 0.39% | Add +1.0% | 84,498 | $3.7M |
| Harbour Investments, Inc. | 0.06% | Add +23.3% | 84,497 | $3.7M |
| Westside Investment Management, Inc. | 0.56% | Add +24.1% | 83,910 | $3.7M |
| Independent Financial Group, LLC | 0.08% | Add +39.1% | 82,235 | $3.6M |
| Gateway Wealth Partners, LLC | 0.13% | Add +114.5% | 75,469 | $3.3M |
| Atria Investments, Inc | 0.04% | Reduce -85.3% | 75,145 | $3.3M |
| Fagan Associates, Inc. | 0.45% | Reduce -2.1% | 74,831 | $3.3M |
| CFO4Life Group, LLC | 0.49% | Reduce -2.4% | 73,699 | $3.2M |
| Oppenheimer & Co. Inc. | 0.04% | Add +5.6% | 73,099 | $3.2M |
| Fifth Third Bancorp | 0.01% | New | 73,036 | $3.2M |
| Signature Estate & Investment Advisors LLC | 0.06% | Reduce -17.8% | 70,905 | $3.1M |
| Bank of New York Mellon Corp | 0.00% | Add +2.2% | 70,111 | $3.1M |
| Betterment LLC | 0.01% | Reduce -2.5% | 69,870 | $3.0M |
| Kovack Advisors, Inc. | 0.16% | Reduce -1.1% | 69,421 | $3.0M |
| Cannon Financial Strategists, Inc. | 0.39% | Add +3.4% | 68,896 | $3.0M |
| Cwm, LLC | 0.01% | Reduce -28.2% | 66,567 | $2.9M |
| WealthCare Investment Partners, LLC | 0.80% | Add +5.1% | 65,641 | $2.9M |
| Core Wealth Partners LLC | 1.33% | Add +2.3% | 65,836 | $2.9M |
| Flow Traders U.S. LLC | 0.09% | Add +23.7% | 64,741 | $2.8M |
| Nations Financial Group Inc, /Ia/ | 0.14% | Add +4.3% | 63,953 | $2.8M |
| Farther Finance Advisors, LLC | 0.03% | Reduce -40.1% | 63,824 | $2.8M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +4.1% | 59,779 | $2.6M |
| Howard Financial Services, LTD. | 0.29% | Reduce -4.3% | 59,413 | $2.6M |
| Citadel Advisors | 0.00% | Reduce -52.8% | 57,607 | $2.5M |
| Concurrent Investment Advisors, LLC | 0.03% | Reduce -19.9% | 57,205 | $2.5M |
| Harvest Investment Services, LLC | 0.44% | Reduce -3.4% | 55,573 | $2.4M |
| AE Wealth Management LLC | 0.01% | Add +11.0% | 55,150 | $2.4M |
| LaSalle St. Investment Advisors, LLC | 0.34% | Add +0.1% | 54,997 | $2.4M |
| Cornerstone Wealth Management, LLC | 0.12% | Reduce -49.7% | 53,251 | $2.3M |
| Old Mission Capital LLC | 0.05% | New | 51,670 | $2.3M |
| U.S. Capital Wealth Advisors, LLC | 0.05% | No change | 49,328 | $2.2M |
| Keating Financial Advisory Services, Inc. | 0.35% | Add +5.2% | 49,055 | $2.1M |
| D.A. Davidson & Co. | 0.01% | Reduce -1.4% | 48,308 | $2.1M |
| Global View Capital Management LLC | 0.55% | Reduce -4.3% | 47,634 | $2.1M |
| Iams Wealth Management, LLC | 0.72% | Add +57.6% | 47,451 | $2.1M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +48.2% | 47,287 | $2.1M |
| First Financial Group Corp | 1.62% | Reduce -0.1% | 45,556 | $2.0M |
| Ameritas Advisory Services, LLC | 0.07% | Reduce -6.1% | 43,819 | $1.9M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -14.1% | 43,766 | $1.9M |
| Park Avenue Securities LLC | 0.01% | New | 43,456 | $1.9M |
| NewSquare Capital LLC | 0.16% | Add +20.9% | 42,927 | $1.9M |
| Centaurus Financial, Inc. | 0.09% | Reduce -68.1% | 42,405 | $1.8M |
| Western Wealth Management, LLC | 0.07% | Reduce -14.9% | 42,301 | $1.8M |
| Entruity Wealth, LLC | 1.24% | Add +6.3% | 41,943 | $1.8M |
| Goldman Sachs Group Inc. | 0.00% | New | 41,595 | $1.8M |
| National Wealth Management Group, LLC | 0.65% | Add +45.3% | 40,159 | $1.8M |
| American Financial Advisors, LLC | 0.23% | Reduce -2.0% | 39,226 | $1.7M |
| Intrua Financial, LLC | 0.18% | Reduce -65.6% | 37,610 | $1.6M |
| Creative Planning | 0.00% | Add +100.6% | 37,492 | $1.6M |
| HCR Wealth Advisors | 0.17% | Add +0.8% | 36,619 | $1.6M |
| Columbia Advisory Partners LLC | 0.96% | Reduce -5.8% | 34,571 | $1.5M |
| Drake & Associates, LLC | 0.28% | Reduce -9.9% | 33,299 | $1.5M |
| Pinnacle Family Advisors, LLC | 0.67% | Add +5.0% | 32,628 | $1.4M |
| Maia Wealth LLC | 0.24% | Reduce -9.2% | 32,471 | $1.4M |
| QTR Family Wealth, LLC | 0.57% | Reduce -7.3% | 31,184 | $1.4M |
| Triad Wealth Partners, LLC | 0.11% | Add +149.5% | 31,405 | $1.4M |
| Gladstone Institutional Advisory LLC | 0.05% | Reduce -8.3% | 31,393 | $1.4M |
| Condor Capital Management | 0.11% | Add +38.0% | 30,467 | $1.3M |
| WCG Wealth Advisors LLC | 0.04% | Add +0.0% | 30,063 | $1.3M |
| Snowden Capital Advisors LLC | 0.03% | Reduce -57.6% | 29,815 | $1.3M |
| Inspirion Wealth Advisors, LLC | 0.15% | Reduce -26.4% | 27,254 | $1.2M |
| Brookstone Capital Management | 0.01% | Reduce -5.2% | 27,103 | $1.2M |
| Richmond Investment Services, LLC | 0.19% | Add +0.3% | 26,542 | $1.2M |
| Independent Advisor Alliance | 0.01% | New | 26,413 | $1.2M |
| Claris Financial LLC | 0.60% | Reduce -0.5% | 25,368 | $1.1M |
| West Michigan Advisors, LLC | 0.24% | Reduce -4.6% | 25,097 | $1.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -37.9% | 24,647 | $1.1M |
| IHT Wealth Management, LLC | 0.02% | Reduce -8.1% | 24,546 | $1.1M |
| Pacific Excel Wealth Advisors, Inc. | 1.11% | Add +81.9% | 24,184 | $1.1M |
| Foundations Investment Advisors, LLC | 0.01% | Add +4.0% | 23,388 | $1.0M |
| Advance Capital Management, Inc. | 0.04% | Reduce -7.7% | 22,897 | $998K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -17.3% | 22,755 | $992K |
| Cambridge Advisors Inc. | 0.18% | Reduce -3.5% | 21,729 | $947K |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -10.1% | 21,619 | $942K |
| Elevation Point Wealth Partners, LLC | 0.02% | Reduce -0.9% | 21,304 | $929K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Reduce -0.9% | 21,303 | $929K |
| Merit Financial Group, LLC | 0.01% | Add +0.0% | 21,098 | $920K |
| Laraway Financial Advisors Inc | 0.64% | Add +0.5% | 20,803 | $907K |
| Sun Financial Inc | 0.45% | Reduce -11.4% | 20,675 | $900K |
| Advisory Alpha, LLC | 0.02% | Reduce -1.4% | 20,474 | $893K |
| CLG LLC | 0.22% | Reduce -3.0% | 20,473 | $892K |
| First PREMIER Bank | 0.19% | No change | 19,170 | $835K |
| Pinnacle Bancorp, Inc. | 0.25% | Add +23.6% | 19,098 | $832K |
| Acorn Wealth Advisors, LLC | 0.24% | Add +0.5% | 18,646 | $813K |
| Beacon Financial Group | 0.08% | Reduce -2.7% | 18,593 | $810K |
| Creative Financial Designs Inc. | 0.05% | Reduce -36.5% | 18,219 | $794K |
| Walkner Condon Financial Advisors LLC | 0.10% | Add +4.2% | 18,206 | $794K |
| IFS Group,LLC | 0.69% | — | 17,835 | $777K |
| Q3 Asset Management | 0.19% | New | 17,840 | $777K |
| PFG Advisors | 0.04% | Reduce -18.0% | 17,783 | $775K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.23% | Add +1.7% | 17,569 | $766K |
| Cyndeo Wealth Partners, LLC | 0.04% | Reduce -18.5% | 17,545 | $765K |
| Capital Investment Advisory Services, LLC | 0.06% | Add +22.6% | 17,497 | $763K |
| GSG Advisors LLC | 0.19% | Reduce -2.0% | 16,956 | $739K |
| Altus Wealth Group LLC | 0.30% | Add +9.8% | 16,719 | $729K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -7.3% | 16,027 | $699K |
| Mach-1 Financial Group, LLC | 0.25% | Reduce -8.3% | 16,014 | $698K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | Add +97.3% | 15,772 | $688K |
| BlueChip Wealth Advisors LLC | 0.30% | Add +18.0% | 15,688 | $684K |
| Allen Capital Group, LLC | 0.06% | Reduce -18.5% | 14,943 | $651K |
| BAM Wealth Management, LLC | 0.49% | Add +28.4% | 14,904 | $650K |
| Rossby Financial, LCC | 0.14% | Add +4.9% | 14,799 | $646K |
| Milestone Asset Management, LLC | 0.12% | New | 14,796 | $645K |
| Founders Financial Securities LLC | 0.03% | Add +3.4% | 13,976 | $614K |
| NewEdge Wealth, LLC | 0.01% | Add +0.2% | 13,805 | $602K |
| Advisory Services Network, LLC | 0.01% | Add +11.4% | 13,607 | $593K |
| United Advisor Group, LLC | 0.07% | Reduce -21.6% | 13,112 | $572K |
| Crusonia Wealth Advisors LLC | 0.12% | Add +0.3% | 12,932 | $564K |
| Cottonwood Capital Advisors, LLC | 0.40% | Reduce -0.3% | 12,882 | $562K |
| KG Capital Management | 0.39% | Add +1.8% | 12,424 | $542K |
| Bellevue Asset Management, LLC | 0.27% | Add +0.5% | 12,382 | $540K |
| Novem Group | 0.06% | New | 12,327 | $537K |
| Private Trust Co. NA | 0.05% | Add +5.4% | 12,259 | $534K |
| Sound Income Strategies, LLC | 0.02% | Reduce -6.3% | 11,441 | $499K |
| Lanark Financial, Inc. | 0.04% | Reduce -5.3% | 11,395 | $497K |
| JPMorgan Chase & Co. | 0.00% | Add +200.9% | 11,403 | $495K |
| OneDigital Investment Advisors LLC | 0.00% | New | 11,253 | $491K |
| Savvy Advisors, Inc. | 0.01% | Reduce -21.3% | 11,196 | $488K |
| DAVENPORT & Co LLC | 0.00% | Add +5.3% | 11,111 | $484K |
| Citigroup Inc. | 0.00% | Add +0.4% | 10,830 | $472K |
| USAdvisors Wealth Management, LLC | 0.15% | Reduce -2.5% | 10,534 | $457K |
| Clear Creek Financial Management, LLC | 0.03% | Reduce -1.6% | 10,392 | $453K |
| Quadcap Wealth Management, LLC | 0.05% | No change | 10,370 | $452K |
| Andina Capital Management, LLC | 0.40% | Reduce -58.5% | 10,225 | $446K |
| Composition Wealth, LLC | 0.01% | Add +0.6% | 10,152 | $443K |
| Focus Financial Network, Inc. | 0.02% | Add +0.6% | 10,095 | $440K |
| Principal Securities, Inc. | 0.01% | Add +4.3% | 10,092 | $440K |
| Asset One Wealth Management LLC | 0.05% | Reduce -0.1% | 10,032 | $439K |
| Private Client Services, LLC | 0.12% | Add +0.8% | 9,464 | $413K |
| Holos Integrated Wealth LLC | 0.20% | Reduce -21.8% | 9,045 | $396K |
| Winthrop Advisory Group LLC | 0.03% | New | 9,074 | $396K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -5.0% | 8,833 | $385K |
| TCFG Wealth Management, LLC | 0.14% | Add +0.3% | 8,755 | $382K |
| TCFG Investment Advisors, LLC | 0.14% | — | 8,755 | $382K |
| Lighthouse Wealth Management Inc. | 0.26% | Reduce -2.8% | 8,653 | $377K |
| Seascape Capital Management | 0.11% | No change | 8,612 | $375K |
| Eq LLC | 0.11% | Add +3.8% | 8,598 | $375K |
| Summit Financial, LLC | 0.00% | Reduce -25.0% | 8,397 | $366K |
| Silver Oak Securities, Incorporated | 0.03% | Reduce -92.8% | 8,138 | $355K |
| OneAscent Financial Services LLC | 0.02% | Reduce -0.8% | 7,995 | $349K |
| Van Hulzen Asset Management, LLC | 0.03% | No change | 7,897 | $344K |
| Integrated Advisors Network LLC | 0.02% | Reduce -2.6% | 7,733 | $337K |
| Regal Investment Advisors LLC | 0.02% | Add +7.3% | 7,694 | $335K |
| Ausdal Financial Partners, Inc. | 0.01% | Reduce -11.2% | 7,649 | $333K |
| Cooper Financial Group | 0.03% | Add +14.7% | 7,363 | $321K |
| Sherrill & Hutchins Financial Advisory, Inc | 0.19% | New | 7,355 | $321K |
| Spire Wealth Management | 0.01% | Reduce -13.0% | 7,127 | $311K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -4.1% | 7,080 | $309K |
| ABLE Financial Group, LLC | 0.06% | Reduce -8.5% | 7,079 | $309K |
| RDA Financial Network | 0.08% | Reduce -10.0% | 7,061 | $308K |
| Asset Allocation Strategies LLC | 0.05% | Add +10.4% | 6,786 | $296K |
| ROI Financial Advisors, LLC | 0.18% | Add +27.0% | 6,746 | $294K |
| Bank of Montreal | 0.00% | Add +89.8% | 6,615 | $288K |
| Two Sigma Securities, LLC | 0.03% | Reduce -33.1% | 6,582 | $287K |
| Vise Technologies, Inc. | 0.01% | No change | 6,450 | $286K |
| Choreo, LLC | 0.00% | Reduce -0.3% | 6,541 | $285K |
| American Institute for Advanced Investment Management, LLP | 0.18% | Add +13.4% | 6,445 | $281K |
| TrueWealth Advisors, LLC | 0.07% | Reduce -4.4% | 6,348 | $277K |
| Arkadios Wealth Advisors | 0.00% | New | 6,324 | $276K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.06% | New | 6,256 | $273K |
| Renaissance Technologies | 0.00% | New | 6,200 | $270K |
| EdgeRock Capital LLC | 0.07% | Add +0.1% | 6,190 | $270K |
| Goldstone Financial Group, LLC | 0.03% | Reduce -8.0% | 6,189 | $270K |
| Csenge Advisory Group | 0.01% | Reduce -82.4% | 6,188 | $270K |
| Sigma Planning Corp | 0.01% | Reduce -61.8% | 6,172 | $269K |
| Parallel Advisors, LLC | 0.00% | New | 6,142 | $268K |
| GeoWealth Management, LLC | 0.01% | Reduce -4.9% | 6,116 | $267K |
| Quad-Cities Investment Group, LLC | 0.11% | Add +0.6% | 6,106 | $266K |
| Omnitrust Wealth Management, Inc | 0.34% | Reduce -5.6% | 5,947 | $259K |
| Leigh Baldwin & Co., LLC | 0.17% | Reduce -4.8% | 5,883 | $256K |
| Medallion Wealth Advisors, LLC | 0.08% | Reduce -16.7% | 5,883 | $256K |
| Tucker Asset Management LLC | 0.07% | Reduce -2.0% | 5,672 | $247K |
| Beacon Financial Advisory LLC | 0.06% | Reduce -2.6% | 5,632 | $245K |
| Maridea Wealth Management LLC | 0.04% | Reduce -42.4% | 5,607 | $244K |
| Old Port Advisors | 0.06% | Reduce -33.1% | 5,471 | $238K |
| International Assets Investment Management, LLC | 0.02% | Add +10.7% | 5,419 | $236K |
| Waverly Advisors, LLC | 0.00% | No change | 5,421 | $236K |
| First Heartland Consultants, Inc. | 0.02% | Reduce -20.5% | 5,275 | $230K |
| Summit Wealth Partners, LLC | 0.04% | New | 5,127 | $223K |
| Cerity Partners LLC | 0.00% | Reduce -33.9% | 5,045 | $220K |
| TD Capital Management LLC | 0.02% | Add +1.1% | 5,024 | $219K |
| Chiron Capital Management, LLC | 0.22% | — | 4,992 | $218K |
| Lloyd Advisory Services, LLC. | 0.06% | Add +12497.4% | 4,913 | $214K |
| Kingdom Financial Group LLC. | 0.06% | Reduce -36.6% | 4,913 | $214K |
| Advisortrust Partners, LLC | 0.08% | New | 4,439 | $193K |
| Allworth Financial LP | 0.00% | Add +0.2% | 4,425 | $193K |
| Ankerstar Wealth, LLC | 0.18% | Reduce -22.7% | 4,000 | $174K |
| Scarborough Advisors, LLC | 0.02% | Reduce -25.2% | 3,875 | $169K |
| NFSG Corp | 0.03% | Reduce -45.2% | 3,797 | $166K |
| Synergy Investment Management, LLC | 0.05% | New | 3,715 | $162K |
| US Bancorp \de | 0.00% | Add +4.4% | 3,074 | $134K |
| SBI Securities Co., Ltd. | 0.00% | Add +0.0% | 3,002 | $131K |
| Golden State Wealth Management, LLC | 0.01% | Reduce -83.7% | 2,944 | $128K |
| Bogart Wealth, LLC | 0.00% | No change | 2,644 | $115K |
| Atlantic Union Bankshares Corp | 0.00% | New | 1,689 | $74K |
| Raleigh Capital Management Inc. | 0.02% | Reduce -7.5% | 1,509 | $66K |
| First Pacific Financial | 0.01% | Reduce -34.8% | 1,393 | $61K |
| Jones Financial Companies LLLP | 0.00% | New | 1,302 | $56K |
| MAI Capital Management | 0.00% | No change | 1,188 | $52K |
| My Portfolio Guide, LLC | 0.03% | — | 1,159 | $51K |
| Richard W. Paul & Associates, LLC | 0.01% | No change | 1,004 | $44K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +62.3% | 990 | $43K |
| Gill Capital Partners, LLC | 0.01% | New | 900 | $39K |
| Wagner Wealth Management, LLC | 0.01% | Add +0.9% | 889 | $39K |
| Merkkuri Wealth Advisors LLC | 0.02% | New | 804 | $35K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 716 | $31K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -67.8% | 716 | $31K |
| Integrity Financial Corp | 0.01% | Reduce -47.8% | 677 | $30K |
| Quest 10 Wealth Builders, Inc. | 0.02% | Reduce -6.5% | 608 | $27K |
| Signature Equity Partners, LLC | 0.01% | Reduce -10.0% | 504 | $22K |
| Robinswood Financial LLC | 0.01% | No change | 495 | $22K |
| Tanglewood Legacy Advisors, LLC | 0.01% | No change | 480 | $21K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | New | 444 | $19K |
| Wolff Wiese Magana LLC | 0.01% | Add +42400.0% | 425 | $19K |
| AdvisorNet Financial, Inc | 0.00% | No change | 420 | $18K |
| Ascentis Independent Advisors | 0.00% | New | 418 | $18K |
| Marshall Investment Management, LLC | 0.01% | New | 399 | $17K |
| Smartleaf Asset Management LLC | 0.00% | Add +404.8% | 313 | $14K |
| Networth Advisors, LLC | 0.01% | New | 309 | $13K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 284 | $12K |
| Tidemark, LLC | 0.00% | No change | 239 | $10K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 225 | $10K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 225 | $10K |
| IFG Advisory, LLC | 0.03% | Reduce -99.4% | 200 | $9K |
| American National Bank & Trust | 0.00% | No change | 198 | $9K |
| Founders Financial Alliance, LLC | 0.00% | No change | 186 | $8K |
| SHP Wealth Management | 0.00% | No change | 167 | $7K |
| Glen Eagle Advisors, LLC | 0.00% | Add +1.3% | 154 | $7K |
| Ameriflex Group, Inc. | 0.00% | Add +9.0% | 145 | $6K |
| Root Financial Partners, LLC | 0.00% | No change | 145 | $6K |
| IMG Wealth Management, Inc. | 0.00% | No change | 143 | $6K |
| MPWM Advisory Solutions, LLC | 0.00% | New | 142 | $6K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 127 | $6K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -8.8% | 104 | $5K |
| Key Capital Management, INC | 0.00% | New | 103 | $4K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +62.0% | 81 | $4K |
| Dunhill Financial, LLC | 0.00% | New | 47 | $2K |
| Horizon Investments, LLC | 0.00% | Add +91.3% | 44 | $2K |
| Bernard Wealth Management Corp. | 0.00% | No change | 33 | $1K |
| Elevated Capital Advisors, LLC | 0.00% | No change | 24 | $1K |
| Hilltop National Bank | 0.00% | Reduce -75.0% | 24 | $1K |
| Strive Financial Group ,LLC | 0.00% | New | 18 | $1K |
| TopTier Wealth Management, LLC | 0.00% | New | 19 | $828 |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 13 | $567 |
| Spurstone Advisory Services, LLC | 0.01% | No change | 12 | $523 |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 4 | $174 |
| FMR LLC | 0.00% | No change | 2 | $87 |
| Archer Investment Corp | 0.00% | Reduce -50.0% | 1 | $29 |
"% of holder's portfolio" is FIXD's weight in each manager's 13F, not the share of First Trust Smith Opportunis the manager owns.