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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
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
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

Root Financial Partners's FIXD Position: Q1 2026 in Review

Root Financial Partners held its First Trust Smith Opportunistic Fixed Income ETF (FIXD) position steady in Q1 2026 at 145 shares worth $6.32K. The position accounts for ﹤0.01% of the portfolio, ranked #1864.

Root Financial Partners first reported a position in FIXD in Q3 2025 and has held it in 3 quarters since. The position peaked at $8.44K in Q3 2025. 320 funds tracked by Wall St. Rank hold FIXD as of Q1 2026.

  • Root Financial Partners held 145 shares of First Trust Smith Opportunistic Fixed Income ETF worth $6.32K as of Q1 2026.
  • Root Financial Partners left its First Trust Smith Opportunistic Fixed Income ETF share count unchanged in Q1 2026.
  • First Trust Smith Opportunistic Fixed Income ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1864 holding.
  • Root Financial Partners first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's First Trust Smith Opportunistic Fixed Income ETF position peaked at $8.44K in Q3 2025.
  • 320 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.