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First Trust Smith Opportunistic Fixed Income ETF
FIXD

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: 313 → 320 (+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: 9 → 9 (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
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$45M
2
Jane Street
Jane Street
New York
+$17M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$16.5M
4
GWM
Geneos Wealth Management
Colorado
+$12.9M
5
HighTower Advisors
HighTower Advisors
Illinois
+$8.84M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$42.4M
2
AI
Atria Investments
North Carolina
-$19.3M
3
Mariner
Mariner
Kansas
-$18.8M
4
LWP
LeClair Wealth Partners
Ohio
-$17.7M
5
OWM
Opes Wealth Management
California
-$9.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
FFS
176
Founders Financial Securities
Maryland
$614K +$20.2K +457 +3%
NW
177
NewEdge Wealth
Pennsylvania
$602K +$1.46K +33 +0.2%
ASN
178
Advisory Services Network
Georgia
$593K +$61.8K +1,396 +11%
UAG
179
United Advisor Group
Ohio
$572K -$160K -3,619 -22%
CWA
180
Crusonia Wealth Advisors
Colorado
$564K +$1.46K +33 +0.3%
CCA
181
Cottonwood Capital Advisors
Utah
$562K -$1.64K -37 -0.3%
KLCM
182
KG&L Capital Management
Louisiana
$542K +$9.61K +217 +2%
BAM
183
Bellevue Asset Management
Washington
$540K +$2.79K +63 +0.5%
NG
184
Novem Group
New York
$537K +$546K +12,327 New
PTC
185
Private Trust Company
Ohio
$534K +$27.8K +627 +5%
SIS
186
Sound Income Strategies
Florida
$499K -$34K -767 -6%
NS
187
NBC Securities
Alabama
$497K -$28.2K -638 -5%
JP Morgan Chase
188
JP Morgan Chase
New York
$495K +$337K +7,613 +201%
OIA
189
OneDigital Investment Advisors
Kansas
$491K +$498K +11,253 New
SAI
190
Savvy Advisors Inc
New York
$488K -$134K -3,035 -21%
DC
191
Davenport & Co
Virginia
$484K +$25K +564 +5%
Citigroup
192
Citigroup
New York
$472K +$1.81K +41 +0.4%
UWM
193
USAdvisors Wealth Management
Minnesota
$457K -$11.9K -268 -2%
CCFM
194
Clear Creek Financial Management
Washington
$453K -$7.61K -172 -2%
QWM
195
Quadcap Wealth Management
Texas
$452K – – –
ACM
196
Andina Capital Management
Utah
$446K -$637K -14,395 -58%
MMA
197
Miracle Mile Advisors
California
$443K +$2.79K +63 +0.6%
FFN
198
Focus Financial Network
Minnesota
$440K +$2.66K +60 +0.6%
PS
199
Principal Securities
Iowa
$440K +$18.5K +417 +4%
AOWM
200
Asset One Wealth Management
Washington
$439K -$398 -9 -0.1%
6 7
8
9 10

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.