FIXD

First Trust Smith Opportunis

-$71.1M

Net Activity

Institutions Holding

319

Popularity Rank

#1863

Avg Weight

0.28%

Total Value

$2.6B

Ownership Trend

319 institutions currently hold FIXD, with 165 net buyers and 152 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

152

Net Buying Institutions

165

Key Holders

Key Holders

Top 5 by Value

MS
Morgan Stanley
$388.3M
LF
LPL Financial LLC
$352.8M
WF
Wells Fargo & Company/mn
$259.6M
RJ
Raymond James Financial INC
$122.8M
AF
Ameriprise Financial INC
$100.8M

Top 5 by Conviction

DW
Dominguez Wealth Management Solutions, Inc.
8.64%
CF
Commonwealth Financial Services, LLC
5.41%
AF
Alpha Financial Advisors, LLC
5.09%
GL
Great Lakes Retirement, Inc.
2.88%
TA
TCP Asset Management, LLC
2.36%
View all 319 holding institutions

Quarterly Activity

Recent Activity

+$2.3B

Total Buy Value

$804.4M

Total Sell Value

New buy34
Trim125
Add131
Sold out27

165

Net Buyers

152

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding FIRST TRUST SMITH OPPORTUNIS (FIXD)?
Major stakeholders currently include Morgan Stanley ($388.3M), LPL Financial LLC ($352.8M), Wells Fargo & Company/mn ($259.6M). Based on the latest 13F filings, there are a total of 319 tracked investment funds and institutions maintaining positions in FIXD.
What is the overall institutional sentiment toward FIXD recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $71.1M, driven by 165 managers accumulating shares while 152 reduced their exposure.
Which institutions have been selling or reducing their FIXD positions?
In the latest period, 125 funds trimmed their holdings, and 27 managers completely exited their positions. The aggregate reported sell value was $804.4M.
Are there any notable investors adding FIXD to their portfolios?
Yes, buying activity remains notable. 34 institutions opened new positions in {ticker}, and 131 existing holders added to their shares. The total reported buy value for the quarter amounted to $2.3B.

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