We are live on ! Find out more
FIXD icon

First Trust Smith Opportunistic Fixed Income ETF

320 hedge funds and large institutions have $2.67B invested in First Trust Smith Opportunistic Fixed Income ETF in 2026 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 131 increasing their positions, 123 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 26

2% more funds holding

Funds holding: 313320 (+7)

7% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 123

0.1% more ownership

Funds ownership: 78.47%78.57% (+0.1%)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

1% less capital invested

Capital invested by funds: $2.71B → $2.67B (-$35.1M)

Holders
320
Holders Change
+7
Holders Change %
+2.24%
% of All Funds
3.94%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
38
Increased
131
Reduced
123
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PVI
51
Pine Valley Investments
New Jersey
$6.01M +$280K +6,316 +5%
CA
52
CoreCap Advisors
Michigan
$6.01M +$327K +7,379 +6%
EFL
53
ERn Financial LLC
Wisconsin
$5.94M +$8.94K +202 +0.1%
LFG
54
Larson Financial Group
Missouri
$5.35M -$4.59M -103,736 -46%
SWP
55
Stratos Wealth Partners
Ohio
$5.35M +$79.2K +1,790 +1%
EH
56
Equitable Holdings
New York
$5.15M +$249K +5,616 +5%
BAWM
57
Bennett Associates Wealth Management
Pennsylvania
$5.08M -$1.05M -23,812 -17%
PAG
58
Private Advisor Group
New Jersey
$4.98M -$185K -4,189 -4%
CFG
59
Capital Financial Group
Colorado
$4.89M +$118K +2,670 +2%
DWM
60
Darwin Wealth Management
Florida
$4.88M +$1.56M +35,204 +46%
AssetMark Inc
61
AssetMark Inc
California
$4.71M +$230K +5,186 +5%
RPGK
62
Retirement Planning Group (Kansas)
Kansas
$4.67M +$485K +10,953 +11%
FCM
63
Family Capital Management
Michigan
$4.63M +$430K +9,723 +10%
SP
64
Sequent Planning
Nebraska
$4.53M -$102K -2,309 -2%
KWS
65
Keystone Wealth Services
California
$4.5M +$25.9K +585 +0.6%
ATPW
66
Ashton Thomas Private Wealth
Arizona
$4.45M +$465K +10,499 +11%
CP
67
Capital Planning
Washington
$4.41M -$6.02K -136 -0.1%
CW
68
CreativeOne Wealth
Kansas
$4.16M -$93.6K -2,114 -2%
MA
69
Mutual Advisors
Nebraska
$4.14M +$186K +4,193 +5%
KWM
70
Kingsview Wealth Management
Oregon
$4.07M -$805K -18,192 -16%
FPWM
71
FSB Premier Wealth Management
Iowa
$4.01M -$161K -3,646 -4%
BWM
72
BCGM Wealth Management
Indiana
$3.84M +$305K +6,888 +8%
WIA
73
World Investment Advisors
California
$3.7M -$47.5K -1,074 -1%
HAS
74
HBW Advisory Services
California
$3.68M +$38.6K +873 +1%
HI
75
Harbour Investments
Wisconsin
$3.68M +$706K +15,941 +23%

FIXD Hedge Fund Activity: Q1 2026 in Review

320 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in First Trust Smith Opportunistic Fixed Income ETF (FIXD) for Q1 2026, worth a combined $2.67B — down 1.3% from $2.71B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new FIXD positions and 26 closed out — a net gain of 12 holders — while 131 added to existing stakes and 123 trimmed.

The largest buyer was LPL Financial, adding an estimated $45M. The largest seller was Ameriprise, cutting an estimated $42.4M.

  • 320 institutional investors held First Trust Smith Opportunistic Fixed Income ETF (FIXD) as of Q1 2026, up from 313 in Q4 2025.
  • Funds reported $2.67B of First Trust Smith Opportunistic Fixed Income ETF stock for Q1 2026, down 1.3% quarter-over-quarter.
  • 38 funds opened new First Trust Smith Opportunistic Fixed Income ETF positions in Q1 2026 and 26 closed out, a net change of +12 holders.
  • The largest First Trust Smith Opportunistic Fixed Income ETF buyer in Q1 2026 was LPL Financial, an estimated $45M added.
  • The largest First Trust Smith Opportunistic Fixed Income ETF seller in Q1 2026 was Ameriprise, an estimated $42.4M sold.

Based on aggregated 13F filings for Q1 2026.