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
ATPW
76
Ashton Thomas Private Wealth
Arizona
$4.05M +$258K +5,790 +7%
MA
77
Mutual Advisors
Nebraska
$4.02M -$110K -2,479 -3%
SEIA
78
Signature Estate & Investment Advisors
California
$3.82M -$245K -5,512 -6%
WIA
79
World Investment Advisors
California
$3.81M +$468K +10,508 +14%
HAS
80
HBW Advisory Services
California
$3.71M -$221K -4,972 -6%
BWM
81
BCGM Wealth Management
Indiana
$3.6M +$71K +1,595 +2%
DWM
82
Darwin Wealth Management
Florida
$3.41M +$29.6K +665 +0.9%
FA
83
Fagan Associates
New York
$3.39M -$80.8K -1,815 -2%
CG
84
CFO4Life Group
Texas
$3.35M -$203K -4,554 -6%
Betterment LLC
85
Betterment LLC
New York
$3.17M +$167K +3,749 +6%
CIA
86
Concurrent Investment Advisors
Florida
$3.16M -$622K -13,972 -16%
Comerica Bank
87
Comerica Bank
Texas
$3.14M +$710K +15,945 +29%
SCA
88
Snowden Capital Advisors
New York
$3.11M -$78.8K -1,769 -2%
KA
89
Kovack Advisors
Florida
$3.11M +$3.13M +70,218 New
OC
90
Oppenheimer & Co
New York
$3.07M +$230K +5,160 +8%
Bank of New York Mellon
91
Bank of New York Mellon
New York
$3.04M -$46.1K -1,036 -1%
HI
92
Harbour Investments
Wisconsin
$3.04M -$656K -14,723 -18%
RA
93
RFG Advisory
Alabama
$3.01M +$74.9K +1,682 +3%
SG
94
StoneX Group
New York
$3.01M +$2.34M +52,595 +343%
WIM
95
Westside Investment Management
California
$3M +$228K +5,120 +8%
CFS
96
Cannon Financial Strategists
Georgia
$2.95M +$101K +2,275 +4%
CWP
97
Core Wealth Partners
California
$2.85M +$329K +7,392 +13%
WIP
98
WealthCare Investment Partners
Rhode Island
$2.77M +$279K +6,267 +11%
HFS
99
Howard Financial Services
Texas
$2.75M -$1.9M -42,571 -41%
NFG
100
Nations Financial Group
Iowa
$2.72M -$793K -17,805 -23%