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 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 New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

HighTower Advisors's FIXD Position: Q1 2026 in Review

HighTower Advisors increased its First Trust Smith Opportunistic Fixed Income ETF (FIXD) stake by 14% in Q1 2026, buying an estimated $8.84M and bringing the position to 1,640,667 shares worth $71.5M. The position accounts for 0.08% of the portfolio, ranked #262.

HighTower Advisors first reported a position in FIXD in Q1 2019 and has held it in 29 quarters since. 320 funds tracked by Wall St. Rank hold FIXD as of Q1 2026.

HighTower Advisors held 1,640,667 shares of First Trust Smith Opportunistic Fixed Income ETF worth $71.5M as of Q1 2026.
HighTower Advisors bought 199,755 First Trust Smith Opportunistic Fixed Income ETF shares in Q1 2026, an estimated $8.84M.
First Trust Smith Opportunistic Fixed Income ETF made up 0.08% of HighTower Advisors's portfolio in Q1 2026, its #262 holding.
HighTower Advisors first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q1 2019 and has held it in 29 quarters since.
320 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.