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
GWM
26
GDS Wealth Management
Texas
$23.1M
AI
27
Atria Investments
North Carolina
$22M
NA
28
NewEdge Advisors
Louisiana
$21.9M
Mariner
29
Mariner
Kansas
$18.9M
TAM
30
TCP Asset Management
Ohio
$16.5M
AFA
31
Alpha Financial Advisors
North Carolina
$15.7M
PSCM
32
Per Stirling Capital Management
Texas
$15.2M
DWMS
33
Dominguez Wealth Management Solutions
Virginia
$14.2M
Citadel Advisors
34
Citadel Advisors
Florida
$12.3M
MML Investors Services
35
MML Investors Services
Massachusetts
$10.7M
LA
36
LexAurum Advisors
Kansas
$10.5M
TCM
37
Triumph Capital Management
Colorado
$10.2M
OWM
38
Opes Wealth Management
California
$9.06M
LFG
39
Larson Financial Group
Missouri
$8.85M
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$8.8M
TPWA
41
Twin Peaks Wealth Advisors
California
$8.67M
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$7.44M
KAS
43
Kestra Advisory Services
Texas
$7.27M
Jane Street
44
Jane Street
New York
$7.18M
PNC
45
Park National Corp
Ohio
$7.05M
First Trust Advisors
46
First Trust Advisors
Illinois
$6.95M
DAS
47
Dynamic Advisor Solutions
Arizona
$6.76M
BEI
48
Benjamin Edwards Inc
Missouri
$6.5M
LWMNY
49
Landmark Wealth Management (New York)
New York
$6.35M
BAWM
50
Bennett Associates Wealth Management
Pennsylvania
$6.09M