MML Investors Services
FIXD icon

MML Investors Services’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

MML Investors Services’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 		$10M Sell
230,133
-25,545
-10% -$1.13M 0.03% 543
2025
Q4 		$11.3M Buy
255,678
+15,394
+6% +$686K 0.03% 537
2025
Q3 		$10.7M Buy
240,284
+13,395
+6% +$589K 0.03% 518
2025
Q2 		$9.96M Buy
226,889
+34,775
+18% +$1.51M 0.03% 525
2025
Q1 		$8.42M Buy
192,114
+54,836
+40% +$2.38M 0.03% 542
2024
Q4 		$5.9M Buy
137,278
+43,757
+47% +$1.92M 0.02% 637
2024
Q3 		$4.23M Sell
93,521
-1,067
-1% -$47.6K 0.02% 756
2024
Q2 		$4.07M Buy
94,588
+1,379
+1% +$59.1K 0.02% 723
2024
Q1 		$4.06M Sell
93,209
-24,959
-21% -$1.09M 0.02% 735
2023
Q4 		$5.27M Buy
118,168
+11,222
+10% +$478K 0.02% 572
2023
Q3 		$4.5M Buy
106,946
+11,356
+12% +$493K 0.02% 584
2023
Q2 		$4.22M Buy
95,590
+6,564
+7% +$294K 0.02% 599
2023
Q1 		$4.01M Buy
89,026
+1,949
+2% +$87.3K 0.03% 534
2022
Q4 		$3.82M Sell
87,077
-100,243
-54% -$4.37M 0.03% 578
2022
Q3 		$8.16M Sell
187,320
-24,944
-12% -$1.15M 0.06% 301
2022
Q2 		$9.84M Sell
212,264
-1,255
-0.6% -$59.4K 0.07% 263
2022
Q1 		$10.6M Buy
213,519
+17,768
+9% +$911K 0.07% 269
2021
Q4 		$10.4M Sell
195,751
-12,163
-6% -$649K 0.08% 272
2021
Q3 		$11.1M Sell
207,914
-9,297
-4% -$502K 0.09% 251
2021
Q2 		$11.7M Buy
217,211
+8,074
+4% +$431K 0.1% 227
2021
Q1 		$11M Buy
209,137
+35,996
+21% +$1.94M 0.11% 211
2020
Q4 		$9.48M Buy
173,141
+31,126
+22% +$1.71M 0.1% 203
2020
Q3 		$7.82M Buy
142,015
+49,788
+54% +$2.75M 0.1% 206
2020
Q2 		$5.05M Sell
92,227
-52,743
-36% -$2.85M 0.07% 268
2020
Q1 		$7.64M Buy
144,970
+66,849
+86% +$3.51M 0.13% 178
2019
Q4 		$4.05M Buy
78,121
+466
+0.6% +$24.4K 0.06% 296
2019
Q3 		$4.09M Buy
+77,655
New +$4.07M 0.07% 273
2018
Q2 		– Sell
-4,122
Closed -$205K – 1372
2018
Q1 		$205K Sell
4,122
-24,308
-86% -$1.21M ﹤0.01% 1269
2017
Q4 		$1.44M Buy
28,430
+24,493
+622% +$1.24M 0.03% 430
2017
Q3 		$200K Sell
3,937
-138
-3% -$7.02K ﹤0.01% 1222
2017
Q2 		$207K Buy
+4,075
New +$207K ﹤0.01% 1167

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

MML Investors Services's FIXD Position: Q1 2026 in Review

MML Investors Services reduced its First Trust Smith Opportunistic Fixed Income ETF (FIXD) stake by 10% in Q1 2026, selling an estimated $1.13M and leaving 230,133 shares worth $10M. The position accounts for 0.03% of the portfolio, ranked #543.

MML Investors Services first reported a position in FIXD in Q2 2017 and has held it in 31 quarters since. The position peaked at $11.7M in Q2 2021. 320 funds tracked by Wall St. Rank hold FIXD as of Q1 2026.

  • MML Investors Services held 230,133 shares of First Trust Smith Opportunistic Fixed Income ETF worth $10M as of Q1 2026.
  • MML Investors Services sold 25,545 First Trust Smith Opportunistic Fixed Income ETF shares in Q1 2026, an estimated $1.13M.
  • First Trust Smith Opportunistic Fixed Income ETF made up 0.03% of MML Investors Services's portfolio in Q1 2026, its #543 holding.
  • MML Investors Services first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q2 2017 and has held it in 31 quarters since.
  • MML Investors Services's First Trust Smith Opportunistic Fixed Income ETF position peaked at $11.7M in Q2 2021.
  • 320 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.