HighTower Advisors
FIXD icon

HighTower Advisors’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

HighTower Advisors’s Portfolio FIXD Stock Details FIXD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$70.1M Sell
1,607,387
-33,280
-2% -$1.45M 0.07% 286
2026
Q1 		$71.5M Buy
1,640,667
+199,755
+14% +$8.84M 0.08% 262
2025
Q4 		$63.9M Buy
1,440,912
+596,226
+71% +$26.6M 0.07% 281
2025
Q3 		$37.5M Buy
844,686
+2,811
+0.3% +$124K 0.04% 414
2025
Q2 		$36.9M Sell
841,875
-1,424
-0.2% -$61.8K 0.05% 399
2025
Q1 		$37M Buy
843,299
+24,180
+3% +$1.05M 0.05% 373
2024
Q4 		$35.2M Sell
819,119
-30,834
-4% -$1.35M 0.05% 366
2024
Q3 		$38.5M Sell
849,953
-20,286
-2% -$904K 0.05% 331
2024
Q2 		$37.5M Sell
870,239
-4,523
-0.5% -$194K 0.06% 333
2024
Q1 		$38.1M Buy
874,762
+26,325
+3% +$1.15M 0.06% 313
2023
Q4 		$37.8M Buy
848,437
+798,353
+1,594% +$34M 0.06% 302
2023
Q3 		$2.1M Sell
50,084
-6,531
-12% -$283K ﹤0.01% 1346
2023
Q2 		$2.5M Sell
56,615
-17,849
-24% -$799K ﹤0.01% 1223
2023
Q1 		$3.36M Sell
74,464
-17,089
-19% -$766K 0.01% 1032
2022
Q4 		$4.02M Sell
91,553
-5,829
-6% -$254K 0.01% 943
2022
Q3 		$4.23M Sell
97,382
-8,032
-8% -$371K 0.01% 869
2022
Q2 		$4.88M Sell
105,414
-17,996
-15% -$851K 0.01% 828
2022
Q1 		$6.12M Buy
123,410
+2,921
+2% +$150K 0.01% 787
2021
Q4 		$6.41M Buy
120,489
+7,485
+7% +$399K 0.01% 773
2021
Q3 		$6.05M Buy
113,004
+38,204
+51% +$2.06M 0.02% 737
2021
Q2 		$4.01M Buy
74,800
+40,803
+120% +$2.18M 0.01% 897
2021
Q1 		$1.8M Buy
33,997
+5,382
+19% +$290K 0.01% 1184
2020
Q4 		$1.57M Buy
28,615
+5,691
+25% +$314K 0.01% 1015
2020
Q3 		$1.26M Buy
22,924
+12,450
+119% +$688K 0.01% 1096
2020
Q2 		$575K Sell
10,474
-2,911
-22% -$157K ﹤0.01% 1385
2020
Q1 		$705K Sell
13,385
-1,426
-10% -$74.8K ﹤0.01% 1176
2019
Q4 		$768K Sell
14,811
-1,382
-9% -$72.4K ﹤0.01% 1267
2019
Q3 		$851K Buy
16,193
+4,952
+44% +$259K ﹤0.01% 1254
2019
Q2 		$580K Buy
11,241
+5,907
+111% +$300K ﹤0.01% 1446
2019
Q1 		$272K Buy
+5,334
New +$266K ﹤0.01% 1761

Other funds holding FIXD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

HighTower Advisors's FIXD Position: Q2 2026 in Review

HighTower Advisors reduced its First Trust Smith Opportunistic Fixed Income ETF (FIXD) stake by 2% in Q2 2026, selling an estimated $1.45M and leaving 1,607,387 shares worth $70.1M. The position accounts for 0.07% of the portfolio, ranked #286.

HighTower Advisors first reported a position in FIXD in Q1 2019 and has held it in 30 quarters since. The position peaked at $71.5M in Q1 2026. 317 funds tracked by Wall St. Rank hold FIXD as of Q2 2026.

  • HighTower Advisors held 1,607,387 shares of First Trust Smith Opportunistic Fixed Income ETF worth $70.1M as of Q2 2026.
  • HighTower Advisors sold 33,280 First Trust Smith Opportunistic Fixed Income ETF shares in Q2 2026, an estimated $1.45M.
  • First Trust Smith Opportunistic Fixed Income ETF made up 0.07% of HighTower Advisors's portfolio in Q2 2026, its #286 holding.
  • HighTower Advisors first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q1 2019 and has held it in 30 quarters since.
  • HighTower Advisors's First Trust Smith Opportunistic Fixed Income ETF position peaked at $71.5M in Q1 2026.
  • 317 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.