We are live on ! Find out more
FIXD icon

First Trust Smith Opportunistic Fixed Income ETF

312 hedge funds and large institutions have $2.71B invested in First Trust Smith Opportunistic Fixed Income ETF in 2025 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 126 increasing their positions, 121 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 17

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

5% more funds holding

Funds holding: 297312 (+15)

4% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 121

4% more capital invested

Capital invested by funds: $2.6B → $2.71B (+$106M)

0.83% more ownership

Funds ownership: 77.64%78.47% (+0.83%)

Holders
312
Holders Change
+15
Holders Change %
+5.05%
% of All Funds
3.8%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.11%
New
36
Increased
126
Reduced
121
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WANY
326
Wealthspire Advisors (New York)
New York
-$39.4K -888 Closed
RCM
327
Richardson Capital Management
Wisconsin
-$37K -832 Closed
EPW
328
Evergreen Private Wealth
Colorado
-$35.8K -807 Closed
CW
329
Curio Wealth
Maryland
-$7.14K -161 Closed