FIXD icon

First Trust Smith Opportunistic Fixed Income ETF

286 hedge funds and large institutions have $2.57B invested in First Trust Smith Opportunistic Fixed Income ETF in 2025 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 116 increasing their positions, 123 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

28% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 32

33% less funds holding in top 10

Funds holding in top 10: 128 (-4)

Holders
286
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
176
Collaborative Wealth Management
Florida
$660K
MAM
177
Milestone Asset Management
Pennsylvania
$656K
BAM
178
Bellevue Asset Management
Washington
$656K
IG
179
IFS Group
Pennsylvania
$641K
NW
180
NewEdge Wealth
Pennsylvania
$625K
Cerity Partners
181
Cerity Partners
New York
$624K
RF
182
Rossby Financial
Florida
$616K
ASN
183
Advisory Services Network
Georgia
$599K
BWA
184
BlueChip Wealth Advisors
Georgia
$591K
SAI
185
Savvy Advisors Inc
New York
$587K
DAS
186
Diversify Advisory Services
Utah
$582K
CCA
187
Cottonwood Capital Advisors
Utah
$574K
WFA
188
WMG Financial Advisors
Tennessee
$570K
CIAS
189
Capital Investment Advisory Services
North Carolina
$566K
TWM
190
TCFG Wealth Management
California
$560K
NS
191
NBC Securities
Alabama
$551K
FFS
192
Founders Financial Securities
Maryland
$530K
SF
193
Summit Financial
New Jersey
$508K
TWP
194
Triad Wealth Partners
Kansas
$505K
KLCM
195
KG&L Capital Management
Louisiana
$503K
GRP
196
Global Retirement Partners
California
$487K
QWM
197
Quadcap Wealth Management
Texas
$461K
SAM
198
Smithbridge Asset Management
Pennsylvania
$439K
FFN
199
Focus Financial Network
Minnesota
$426K
LWM
200
Lighthouse Wealth Management
Ohio
$425K