Root Financial Partners’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Root Financial Partners’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 Q3	$2.35K	Buy	+57	New	+$2.44K	﹤0.01%	2570
2026 Q2	–	Sell	-145	Closed	-$6.32K	–	1383
2026 Q1	$6.32K	Hold	145	–	–	﹤0.01%	1864
2025 Q4	$6.43K	Sell	145 -45	-24%	-$2K	﹤0.01%	1682
2025 Q3	$8.44K	Buy	+190	New	+$8.36K	﹤0.01%	1521

Other funds holding FIXD

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

GDS Wealth Management Flower Mound, Texas $2.24B AUM 35.89% 1-Year Est. Return

Geneos Wealth Management Englewood, Colorado $5.32B AUM 16.49% 1-Year Est. Return

Root Financial Partners's FIXD Position: Q3 2026 in Review

Root Financial Partners opened a new position in First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q3 2026: 57 shares worth $2.35K. The stake represents ﹤0.01% of the portfolio and ranks #2570 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in FIXD as recently as Q1 2026.

Root Financial Partners first reported a position in FIXD in Q3 2025 and has held it in 4 quarters since. The position peaked at $8.44K in Q3 2025. 263 funds tracked by Wall St. Rank hold FIXD as of Q3 2026.

Root Financial Partners held 57 shares of First Trust Smith Opportunistic Fixed Income ETF worth $2.35K as of Q3 2026.
First Trust Smith Opportunistic Fixed Income ETF was a new Root Financial Partners position in Q3 2026.
First Trust Smith Opportunistic Fixed Income ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2570 holding.
Root Financial Partners first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q3 2025 and has held it in 4 quarters since.
Root Financial Partners's First Trust Smith Opportunistic Fixed Income ETF position peaked at $8.44K in Q3 2025.
263 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.