Ken Griffin’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Ken Griffin’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
2025 Q3	–	Sell	-34,800	Closed	-$1.53M	–	13166
2025 Q2	$1.53M	Buy	34,800 +1,100	+3%	+$47.8K	﹤0.01%	6225
2025 Q1	$1.48M	Buy	33,700 +25,200	+296%	+$1.09M	﹤0.01%	6119
2024 Q4	$365K	Buy	+8,500	New	+$372K	﹤0.01%	9261
2023 Q1	–	Sell	-100	Closed	-$4.39K	–	14942
2022 Q4	$4.39K	Buy	+100	New	+$4.36K	﹤0.01%	14099

Other funds holding FIXD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 $424B AUM 22.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Ken Griffin's FIXD Position: Q1 2026 in Review

Ken Griffin reduced its First Trust Smith Opportunistic Fixed Income ETF (FIXD) stake by 53% in Q1 2026, selling an estimated $2.85M and leaving 57,607 shares worth $2.51M. The position accounts for ﹤0.01% of the portfolio, ranked #5613.

Ken Griffin first reported a position in FIXD in Q2 2017 and has held it in 25 quarters since. The position peaked at $88.4M in Q1 2021. 320 funds tracked by Wall St. Rank hold FIXD as of Q1 2026.

Ken Griffin held 57,607 shares of First Trust Smith Opportunistic Fixed Income ETF worth $2.51M as of Q1 2026.
Ken Griffin sold 64,463 First Trust Smith Opportunistic Fixed Income ETF shares in Q1 2026, an estimated $2.85M.
First Trust Smith Opportunistic Fixed Income ETF made up ﹤0.01% of Ken Griffin's portfolio in Q1 2026, its #5613 holding.
Ken Griffin first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q2 2017 and has held it in 25 quarters since.
Ken Griffin's First Trust Smith Opportunistic Fixed Income ETF position peaked at $88.4M in Q1 2021.
320 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.