FIXD icon

First Trust Smith Opportunistic Fixed Income ETF

307 hedge funds and large institutions have $2.7B invested in First Trust Smith Opportunistic Fixed Income ETF in 2025 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 125 increasing their positions, 118 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$35.9M
2 +$27.3M
3 +$26.6M
4
Ameriprise
Ameriprise
Minnesota
+$23.1M
5
Bank of America
Bank of America
North Carolina
+$13M

Top Sellers

1 -$61.9M
2 -$17.3M
3 -$6.89M
4
Jane Street
Jane Street
New York
-$6.76M
5
DAS
Dynamic Advisor Solutions
Arizona
-$6.33M
Name Holding Trade Value Shares
Change
Change in
Stake
BAWM
51
Bennett Associates Wealth Management
Pennsylvania
$6.22M
EFL
52
ERn Financial LLC
Wisconsin
$6.03M
CF
53
Centaurus Financial
California
$5.89M
PVI
54
Pine Valley Investments
New Jersey
$5.83M
CA
55
CoreCap Advisors
Michigan
$5.79M
Citadel Advisors
56
Citadel Advisors
Florida
$5.41M
SWP
57
Stratos Wealth Partners
Ohio
$5.36M
PAG
58
Private Advisor Group
New Jersey
$5.25M
CAS
59
Coppell Advisory Solutions
Texas
$5.1M
SOS
60
Silver Oak Securities
Tennessee
$5.04M
KWM
61
Kingsview Wealth Management
Oregon
$4.94M
EH
62
Equitable Holdings
New York
$4.9M
CFG
63
Capital Financial Group
Colorado
$4.86M
IF
64
Intrua Financial
Texas
$4.84M
FFA
65
Farther Finance Advisors
California
$4.72M
SP
66
Sequent Planning
Nebraska
$4.71M
CWM
67
Cornerstone Wealth Management
Missouri
$4.69M
AssetMark Inc
68
AssetMark Inc
California
$4.56M
KWS
69
Keystone Wealth Services
California
$4.55M
CP
70
Capital Planning
Washington
$4.48M
CW
71
CreativeOne Wealth
Kansas
$4.32M
FCM
72
Family Capital Management
Michigan
$4.27M
RPGK
73
Retirement Planning Group (Kansas)
Kansas
$4.26M
FPWM
74
FSB Premier Wealth Management
Iowa
$4.23M
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$4.11M