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
CF
51
Centaurus Financial
California
$5.81M
EFL
52
ERn Financial LLC
Wisconsin
$5.79M
AWM
53
Axxcess Wealth Management
California
$5.54M
SOS
54
Silver Oak Securities
Tennessee
$5.54M
CA
55
CoreCap Advisors
Michigan
$5.35M
PAG
56
Private Advisor Group
New Jersey
$5.27M
SWP
57
Stratos Wealth Partners
Ohio
$5.17M
CAS
58
Coppell Advisory Solutions
Texas
$5.09M
CWM
59
Cornerstone Wealth Management
Missouri
$4.97M
KWM
60
Kingsview Wealth Management
Oregon
$4.88M
SP
61
Sequent Planning
Nebraska
$4.82M
HFS
62
Howard Financial Services
Texas
$4.65M
EH
63
Equitable Holdings
New York
$4.54M
AssetMark Inc
64
AssetMark Inc
California
$4.49M
KWS
65
Keystone Wealth Services
California
$4.47M
CP
66
Capital Planning
Washington
$4.45M
CW
67
CreativeOne Wealth
Kansas
$4.42M
UWM
68
USAdvisors Wealth Management
Minnesota
$4.3M
FPWM
69
FSB Premier Wealth Management
Iowa
$4.29M
MA
70
Mutual Advisors
Nebraska
$4.17M
SEIA
71
Signature Estate & Investment Advisors
California
$4.07M
HAS
72
HBW Advisory Services
California
$3.94M
FCM
73
Family Capital Management
Michigan
$3.84M
ATPW
74
Ashton Thomas Private Wealth
Arizona
$3.81M
Rockefeller Capital Management
75
Rockefeller Capital Management
New York
$3.8M