IG
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IFS Group’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

IFS Group’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 		$777K Buy
+17,835
New +$789K 0.69% 38
2025
Q3 		$641K Buy
+14,401
New +$634K 0.56% 51

Other funds holding FIXD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

IFS Group's FIXD Position: Q1 2026 in Review

IFS Group opened a new position in First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q1 2026: 17,835 shares worth $777K. The stake represents 0.69% of the portfolio and ranks #38 among its holdings. This is a return to the name: IFS Group previously reported a position in FIXD as recently as Q3 2025.

IFS Group first reported a position in FIXD in Q3 2025 and has held it in 2 quarters since. 320 funds tracked by Wall St. Rank hold FIXD as of Q1 2026.

  • IFS Group held 17,835 shares of First Trust Smith Opportunistic Fixed Income ETF worth $777K as of Q1 2026.
  • First Trust Smith Opportunistic Fixed Income ETF was a new IFS Group position in Q1 2026.
  • First Trust Smith Opportunistic Fixed Income ETF made up 0.69% of IFS Group's portfolio in Q1 2026, its #38 holding.
  • IFS Group first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q3 2025 and has held it in 2 quarters since.
  • 320 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q1 2026.

Based on IFS Group's 13F filing for Q1 2026, filed 18 May 2026.