FIXD — FIRST TR EXCHNG TRADED FD VI

Ownership history in Opes Wealth Management LLC  ·  24 quarters on record

This page tracks every 13F SEC filing in which Opes Wealth Management LLC reported a position in FIRST TR EXCHNG TRADED FD VI (FIXD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.91% (2025 Q1)
Avg. % of fund
1.63%
First filed
2020 Q1
Last filed
2025 Q4
Quarters held
24
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 210,085 +6,141 +3.0% 1.52% $9.3M $43.99
2025 Q3 REDUCED 203,944 -5,865 -2.8% 1.57% $9.1M $43.53
2025 Q2 REDUCED 209,809 -6,386 -3.0% 1.64% $9.2M $42.53
2025 Q1 ADDED 216,195 +946 +0.4% 1.91% $9.5M $42.03
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% of Fund (quarterly)    FIXD price (monthly, adj. close)

Other funds also holding FIXD

As of 2025 Q4 — sorted by position size

Dominguez Wealth Management Solutions, Inc. 3Y 8.71% Commonwealth Financial Services, LLC 3Y 7Y 5.3% Alpha Financial Advisors, LLC 5.21% Randall & Associates Wealth Management 4.31% TCP Asset Management, LLC 3Y 3.05% Landmark Wealth Management, LLC 3Y 2.57% TWIN PEAKS WEALTH ADVISORS, LLC 2.34% Family Capital Management, Inc. 3Y 1.9% Per Stirling Capital Management, LLC. 3Y 1.76% GDS Wealth Management 3Y 1.69%
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