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StoneX Group’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

StoneX Group’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 		– Sell
-67,950
Closed -$3.01M – 1026
2025
Q4 		$3.01M Buy
67,950
+52,595
+343% +$2.34M 0.13% 127
2025
Q3 		$682K Sell
15,355
-4,846
-24% -$213K 0.03% 454
2025
Q2 		$887K Sell
20,201
-3,527
-15% -$153K 0.04% 360
2025
Q1 		$1.04M Sell
23,728
-58,554
-71% -$2.54M 0.06% 276
2024
Q4 		$3.54M Buy
+82,282
New +$3.6M 0.19% 102
2023
Q1 		– Sell
-11,415
Closed -$501K – 528
2022
Q4 		$501K Sell
11,415
-103
-0.9% -$4.49K 0.07% 223
2022
Q3 		$501K Sell
11,518
-6,736
-37% -$311K 0.09% 159
2022
Q2 		$846K Sell
18,254
-2,105
-10% -$99.6K 0.14% 119
2022
Q1 		$1.01M Sell
20,359
-59,846
-75% -$3.07M 0.1% 185
2021
Q4 		$4.27M Buy
80,205
+31
+0% +$1.65K 0.49% 41
2021
Q3 		$4.29M Sell
80,174
-5,569
-6% -$301K 0.62% 34
2021
Q2 		$4.6M Buy
85,743
+68,399
+394% +$3.65M 0.68% 29
2021
Q1 		$916K Sell
17,344
-25
-0.1% -$1.34K 0.16% 128
2020
Q4 		$951K Buy
17,369
+2,457
+16% +$135K 0.21% 96
2020
Q3 		$821K Buy
14,912
+7,956
+114% +$440K 0.26% 93
2020
Q2 		$381K Sell
6,956
-338
-5% -$18.3K 0.14% 180
2020
Q1 		$384K Sell
7,294
-4,538
-38% -$238K 0.2% 148
2019
Q4 		$613K Buy
11,832
+7,260
+159% +$380K 0.25% 120
2019
Q3 		$241K Buy
+4,572
New +$239K 0.15% 205

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

StoneX Group's FIXD Position: Q1 2026 in Review

StoneX Group sold out of First Trust Smith Opportunistic Fixed Income ETF (FIXD) in Q1 2026, closing a stake of 67,950 shares — an estimated $3.01M sold.

StoneX Group first reported a position in FIXD in Q3 2019 and held it in 19 quarters. The position peaked at $4.6M in Q2 2021. 320 funds tracked by Wall St. Rank hold FIXD as of Q1 2026.

  • StoneX Group reported no remaining First Trust Smith Opportunistic Fixed Income ETF position as of Q1 2026 after selling out during the quarter.
  • StoneX Group sold 67,950 First Trust Smith Opportunistic Fixed Income ETF shares in Q1 2026, an estimated $3.01M.
  • StoneX Group first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q3 2019 and held it in 19 quarters.
  • StoneX Group's First Trust Smith Opportunistic Fixed Income ETF position peaked at $4.6M in Q2 2021.
  • 320 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.