Opes Wealth Sells Entire Stake in FIXD ETF Worth $9.3 Million
Opes Wealth Management LLC sold its entire position in the First Trust Smith Opportunistic Fixed Income ETF (FIXD), valued at $9.3 million, during the first quarter of 2026. The move reduced Opes' holdings in FIXD to 0% of its 13F AUM, down from 1.5% the prior quarter. The transaction may signal a shift in investment strategy or market sentiment toward fixed income assets.
Topics: ETF Fixed Income Fund Management Portfolio Changes SEC Filing