Who Owns FIXD?
First Trust Smith Opportunistic Fixed Income ETF — Institutional Ownership & 13F Holdings
$43.61
+0.11 (+0.25%)
Market Cap
$3.5B
Shares Outstanding
77,622,957
Institutional Holders
322
Total Inst. Value
$2.3B
% of Float Held
—
QoQ Holder Change
+111
Institutional data as of Q1 2025
New Positions
74
Closed Positions
37
Increased
72
Decreased
159
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MORGAN STANLEY | $409.5M | 9,341,321 |
| 2 | WELLS FARGO & COMPANY/MN | $276.8M | 6,312,848 |
| 3 | UBS Group AG | $148.9M | 3,397,423 |
| 4 | RAYMOND JAMES FINANCIAL INC | $144.1M | 3,286,678 |
| 5 | OSAIC HOLDINGS, INC. | $60.9M | 1,388,561 |
| 6 | AMERIPRISE FINANCIAL INC | $60.2M | 1,373,732 |
| 7 | TRUIST FINANCIAL CORP | $54.1M | 1,235,134 |
| 8 | ROYAL BANK OF CANADA | $48.1M | 1,097,980 |
| 9 | Cambridge Investment Research Advisors, Inc. | $41.8M | 953,204 |
| 10 | BANK OF AMERICA CORP /DE/ | $41.5M | 946,046 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| UBS Group AG | +99K | $148.9M |
| OSAIC HOLDINGS, INC. | +533K | $60.9M |
| Cambridge Investment Research Advisors, Inc. | +7K | $41.8M |
| BANK OF AMERICA CORP /DE/ | +21K | $41.5M |
| Long Run Wealth Advisors, LLCNew | +934K | $41.0M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Coppell Advisory Solutions LLC | -1.7M | $14.0M |
| GOLDMAN SACHS GROUP INC | -1.5M | $2.6M |
| Allen Capital Group, LLC | -1.3M | $1.4M |
| LPL Financial LLC | -1.1M | $322K |
| MORGAN STANLEY | -938K | $409.5M |
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Frequently Asked Questions
How many institutional investors hold FIXD?
As of Q1 2025, 322 institutional investors report holding FIXD (First Trust Smith Opportunistic Fixed Income ETF) in their 13F filings.
Which hedge fund owns the most FIXD?
The largest institutional holder of FIXD is MORGAN STANLEY with $409.5M in shares.
Are institutions buying or selling FIXD?
This quarter, 74 institutions opened new positions in FIXD and 37 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.