FIXD icon

First Trust Smith Opportunistic Fixed Income ETF

286 hedge funds and large institutions have $2.57B invested in First Trust Smith Opportunistic Fixed Income ETF in 2025 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 116 increasing their positions, 123 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

28% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 32

33% less funds holding in top 10

Funds holding in top 10: 128 (-4)

Holders
286
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LBC
226
Leigh Baldwin & Co
New York
$281K
TA
227
TrueWealth Advisors
Alabama
$276K
AWA
228
Arkadios Wealth Advisors
Georgia
$269K
QCIG
229
Quad-Cities Investment Group
Iowa
$268K
GFG
230
Goldstone Financial Group
Illinois
$260K
BFA
231
Beacon Financial Advisory
Ohio
$257K
HH
232
Hilltop Holdings
Texas
$253K
VAS
233
Vestmark Advisory Solutions
Massachusetts
$249K
LSA
234
Lion Street Advisors
Texas
$229K
SB
235
Strategic Blueprint
Georgia
$224K
IAIM
236
International Assets Investment Management
Florida
$212K
SP
237
Stablepoint Partners
Massachusetts
$209K
AAS
238
Asset Allocation Strategies
Michigan
$205K
MI
239
Moneywise Inc
Virginia
$203K
TCM
240
TD Capital Management
Tennessee
$199K
Jones Financial Companies
241
Jones Financial Companies
Missouri
$157K
SS
242
SBI Securities
Japan
$133K
US Bancorp
243
US Bancorp
Minnesota
$131K
BWL
244
Bogart Wealth LLC
Virginia
$119K
ACA
245
Aptus Capital Advisors
Alabama
$101K
FPF
246
First Pacific Financial
Washington
$93.8K
CAM
247
Creekmur Asset Management
Illinois
$91.6K
RCM
248
Raleigh Capital Management
North Carolina
$75.2K
IF
249
Integrity Financial
Wyoming
$57.9K
MCM
250
MAI Capital Management
Ohio
$52.8K