Knightsbridge Asset Management’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Knightsbridge Asset Management’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	-5,490	Closed	-$241K	–	180
2025 Q2	$241K	Sell	5,490 -2,323	-30%	-$101K	0.05%	140
2025 Q1	$343K	Sell	7,813 -2,419	-24%	-$105K	0.09%	103
2024 Q4	$440K	Buy	10,232 +2,636	+35%	+$115K	0.1%	94
2024 Q3	$344K	Buy	7,596 +753	+11%	+$33.6K	0.08%	97
2024 Q2	$295K	Buy	+6,843	New	+$293K	0.07%	101
2022 Q4	–	Sell	-7,080	Closed	-$308K	–	141
2022 Q3	$308K	Buy	+7,080	New	+$327K	0.06%	93
2022 Q1	–	Sell	-3,978	Closed	-$212K	–	102
2021 Q4	$212K	Buy	+3,978	New	+$212K	0.07%	92

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 $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Knightsbridge Asset Management's FIXD Position: Q3 2025 in Review

Knightsbridge Asset Management sold out of First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q3 2025, closing a stake of 5,490 shares — an estimated $241K sold.

Knightsbridge Asset Management first reported a position in FIXD in Q4 2021 and held it in 7 quarters. The position peaked at $440K in Q4 2024. 297 funds tracked by Wall St. Rank hold FIXD as of Q3 2025.

Knightsbridge Asset Management reported no remaining First Trust Smith Opportunistic Fixed Income ETF position as of Q3 2025 after selling out during the quarter.
Knightsbridge Asset Management sold 5,490 First Trust Smith Opportunistic Fixed Income ETF shares in Q3 2025, an estimated $241K.
Knightsbridge Asset Management first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q4 2021 and held it in 7 quarters.
Knightsbridge Asset Management's First Trust Smith Opportunistic Fixed Income ETF position peaked at $440K in Q4 2024.
297 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q3 2025.

Based on Knightsbridge Asset Management's 13F filing for Q3 2025, filed 14 Nov 2025.