Opes Wealth Sells Entire Stake in FIXD ETF for $9.3 Million
Opes Wealth Management sold its entire position in the First Trust Smith Opportunistic Fixed Income ETF (FIXD) during Q1 2026, valued at approximately $9.3 million. The move reduced FIXD's share of Opes' assets under management (AUM) to 0% from 1.5% in the prior quarter. The sale may signal a shift in Opes' investment strategy or market sentiment toward fixed-income ETFs.
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Topics: ETF Investment Management Portfolio Changes SEC Filing