FIXD icon

First Trust Smith Opportunistic Fixed Income ETF

295 hedge funds and large institutions have $2.6B invested in First Trust Smith Opportunistic Fixed Income ETF in 2025 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 120 increasing their positions, 127 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:

25% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 32

33% less funds holding in top 10

Funds holding in top 10: 128 (-4)

Holders
295
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
SWMG
301
Signature Wealth Management Group
Georgia
FAIM
302
Financial Advocates Investment Management
Washington
LMKC
303
L.M. Kohn & Company
Ohio
M1FG
304
Mach-1 Financial Group
Arkansas
BBL
305
Beck Bode LLC
Massachusetts
VC
306
Vicus Capital
Pennsylvania
WS
307
Wedbush Securities
California
HF
308
HRT Financial
New York
CAM
309
Cozad Asset Management
Illinois
KFGK
310
Keystone Financial Group (Kentucky)
Kentucky
SC
311
Schubert & Co
Texas
GS
312
GTS Securities
New York
GWM
313
Gibbs Wealth Management
Georgia
MFS
314
Madrona Financial Services
Washington
KAM
315
Knightsbridge Asset Management
California
WWA
316
Wealth Watch Advisors
Colorado
SWIA
317
Solano Wealth Investment Advisors
California
CAAS
318
Capital Asset Advisory Services
Michigan
TFP
319
Traction Financial Partners
Wyoming
RFA
320
ROI Financial Advisors
Oregon
CA
321
Clearstead Advisors
Ohio
BCMLT
322
Beacon Capital Management LLC (Tennessee)
Tennessee
TIM
323
Total Investment Management
Arizona
T
324
Transce3nd
Texas
AW
325
Avion Wealth
Texas