We are live on ! Find out more
FIXD icon

First Trust Smith Opportunistic Fixed Income ETF

297 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, 129 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.68% more ownership

Funds ownership: 74.96%77.64% (+2.7%)

1% more capital invested

Capital invested by funds: $2.56B → $2.6B (+$36.6M)

7% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 129

5% less funds holding

Funds holding: 312297 (-15)

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
297
Holders Change
-15
Holders Change %
-4.81%
% of All Funds
3.9%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
24
Increased
120
Reduced
129
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GSEP
301
Golden State Equity Partners
California
-$2.81M -64,039 Closed
Susquehanna International Group
302
Susquehanna International Group
Pennsylvania
-$2.06M -46,894 Closed
SWMG
303
Signature Wealth Management Group
Georgia
-$1.87M -42,512 Closed
FAIM
304
Financial Advocates Investment Management
Washington
-$920K -20,963 Closed
LMKC
305
L.M. Kohn & Company
Ohio
-$766K -17,444 Closed
M1FG
306
Mach-1 Financial Group
Arkansas
-$663K -15,104 Closed
BBL
307
Beck Bode LLC
Massachusetts
-$653K -14,889 Closed
VC
308
Vicus Capital
Pennsylvania
-$498K -11,343 Closed
WS
309
Wedbush Securities
California
-$470K -10,707 Closed
HF
310
HRT Financial
New York
-$393K -8,976 Closed
CAM
311
Cozad Asset Management
Illinois
-$285K -6,503 Closed
KFGK
312
Keystone Financial Group (Kentucky)
Kentucky
-$279K -6,364 Closed
SC
313
Schubert & Co
Texas
-$279K -6,357 Closed
GS
314
GTS Securities
New York
-$272K -6,195 Closed
GWM
315
Gibbs Wealth Management
Georgia
-$268K -6,103 Closed
MFS
316
Madrona Financial Services
Washington
-$262K -5,980 Closed
KAM
317
Knightsbridge Asset Management
California
-$241K -5,490 Closed
WWA
318
Wealth Watch Advisors
Colorado
-$233K -5,318 Closed
SWIA
319
Solano Wealth Investment Advisors
California
-$217K -4,952 Closed
CAAS
320
Capital Asset Advisory Services
Michigan
-$214K -4,874 Closed
TFP
321
Traction Financial Partners
Wyoming
-$208K -4,745 Closed
RFA
322
ROI Financial Advisors
Oregon
-$204K -4,642 Closed
CA
323
Clearstead Advisors
Ohio
-$82.5K -1,880 Closed
BCMLT
324
Beacon Capital Management LLC (Tennessee)
Tennessee
-$25K -569 Closed
TIM
325
Total Investment Management
Arizona
-$22.8K -520 Closed