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First Trust Smith Opportunistic Fixed Income ETF
FIXD

360 hedge funds and large institutions have $3.7B invested in First Trust Smith Opportunistic Fixed Income ETF in 2024 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 132 increasing their positions, 147 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 25

8% more funds holding

Funds holding: 334 → 360 (+26)

4.83% less ownership

Funds ownership: 80.69% → 75.86% (-4.8%)

10% less funds holding in top 10

Funds holding in top 10: 30 → 27 (-3)

10% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 147

16% less capital invested

Capital invested by funds: $4.4B → $3.7B (-$706M)

Holders
360
Holders Change
+26
Holders Change %
+7.78%
% of All Funds
4.74%
Holding in Top 10
27
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10%
% of All Funds
0.36%
New
59
Increased
132
Reduced
147
Closed
25
Calls
$365K
Puts
–
Net Calls
+$365K
Net Calls Change
+$365K

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$67.9M
2
CAS
Coppell Advisory Solutions
Texas
+$41.8M
3
Citadel Advisors
Citadel Advisors
Florida
+$34M
4
AAP
Arax Advisory Partners
Colorado
+$18.7M
5
Ameriprise
Ameriprise
Minnesota
+$18.4M

Top Sellers

Rank Fund Capital Flow
1
SEIA
Signature Estate & Investment Advisors
California
-$328M
2
Morgan Stanley
Morgan Stanley
New York
-$94.4M
3
LI
LVZ Inc
Michigan
-$55.8M
4
LPL Financial
LPL Financial
California
-$43M
5
Wells Fargo
Wells Fargo
California
-$32.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
GWP
126
Gateway Wealth Partners
Wisconsin
$3.45M -$89.3K -2,039 -2%
PFA
127
Pinnacle Family Advisors
Missouri
$3.44M -$147K -3,354 -4%
Comerica Bank
128
Comerica Bank
Texas
$3.43M -$1.09M -24,861 -24%
ACA
129
Aptus Capital Advisors
Alabama
$3.42M -$2.77M -63,166 -44%
GWANC
130
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.3M -$2.77M -63,166 -45%
FFA
131
Farther Finance Advisors
California
$3.23M +$2.21M +50,567 +205%
SI
132
Stephens Inc
Arkansas
$3.22M +$3.28M +74,877 New
GSEP
133
Golden State Equity Partners
California
$3.21M -$111K -2,541 -3%
KWM
134
Kingsview Wealth Management
Oregon
$3.2M +$256K +5,834 +9%
OC
135
Oppenheimer & Co
New York
$3.18M +$1.14M +25,962 +54%
CIA
136
Concurrent Investment Advisors
Florida
$3.14M -$490K -11,179 -13%
BWM
137
BCGM Wealth Management
Indiana
$3.06M +$103K +2,349 +3%
CFS
138
Cannon Financial Strategists
Georgia
$3.06M -$41.2K -941 -1%
IFG
139
Independent Financial Group
California
$3.05M -$491K -11,219 -14%
EH
140
Equitable Holdings
New York
$3.02M +$217K +4,943 +8%
BCP
141
Blackhawk Capital Partners
Wisconsin
$2.95M +$618K +14,119 +26%
MMA
142
Miracle Mile Advisors
California
$2.87M +$652K +14,886 +29%
GVCM
143
Global View Capital Management
Wisconsin
$2.82M +$2.87M +65,437 New
GSWM
144
Golden State Wealth Management
California
$2.79M +$2.85M +64,986 New
GIA
145
Gladstone Institutional Advisory
Florida
$2.75M -$6.38M -145,734 -69%
LSIA
146
LaSalle St. Investment Advisors
Illinois
$2.64M +$2.69M +61,502 New
WIM
147
Westside Investment Management
California
$2.54M +$125K +2,846 +5%
RA
148
RFG Advisory
Alabama
$2.49M -$341K -7,774 -12%
RSF
149
Rik Saylor Financial
Ohio
$2.47M +$2.52M +57,461 New
CCP
150
Clarity Capital Partners
California
$2.44M -$355K -8,104 -13%
4 5
6
7 8

FIXD Hedge Fund Activity: Q4 2024 in Review

360 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust Smith Opportunistic Fixed Income ETF (FIXD) for Q4 2024, worth a combined $3.7B — down 16% from $4.4B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new FIXD positions and 25 closed out — a net gain of 34 holders — while 132 added to existing stakes and 147 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $67.9M. The largest seller was Signature Estate & Investment Advisors, cutting an estimated $328M.

  • 360 institutional investors held First Trust Smith Opportunistic Fixed Income ETF (FIXD) as of Q4 2024, up from 334 in Q3 2024.
  • Funds reported $3.7B of First Trust Smith Opportunistic Fixed Income ETF stock for Q4 2024, down 16% quarter-over-quarter.
  • 59 funds opened new First Trust Smith Opportunistic Fixed Income ETF positions in Q4 2024 and 25 closed out, a net change of +34 holders.
  • The largest First Trust Smith Opportunistic Fixed Income ETF buyer in Q4 2024 was Goldman Sachs, an estimated $67.9M added.
  • The largest First Trust Smith Opportunistic Fixed Income ETF seller in Q4 2024 was Signature Estate & Investment Advisors, an estimated $328M sold.

Based on aggregated 13F filings for Q4 2024.