FIXD icon

First Trust Smith Opportunistic Fixed Income ETF

330 hedge funds and large institutions have $3.08B invested in First Trust Smith Opportunistic Fixed Income ETF in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 91 increasing their positions, 192 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

33% less funds holding in top 10

Funds holding in top 10: 2718 (-9)

43% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 37

53% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 192

Holders
330
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.48M
Puts
$925K
Net Calls
Net Calls Change

Top Sellers

1 -$73.2M
2 -$65.4M
3 -$57.3M
4
LPL Financial
LPL Financial
California
-$48.1M
5
Morgan Stanley
Morgan Stanley
New York
-$41.1M
Name Holding Trade Value Shares
Change
Change in
Stake
FIA
176
Foundations Investment Advisors
Arizona
$1.16M
KPWS
177
Kestra Private Wealth Services
Texas
$1.15M
SHGA
178
Sand Hill Global Advisors
California
$1.15M
CWP
179
Cyndeo Wealth Partners
Florida
$1.13M
UAG
180
United Advisor Group
Ohio
$1.12M
NW
181
NewEdge Wealth
Pennsylvania
$1.09M
EC
182
Elequin Capital
New York
$1.08M
FTUS
183
Flow Traders U.S.
New York
$1.07M
AA
184
Advisory Alpha
Michigan
$1.05M
SG
185
StoneX Group
New York
$1.04M
WWA
186
WCG Wealth Advisors
Nevada
$1.04M
WA
187
Waverly Advisors
Alabama
$1.03M
GWA
188
GGM Wealth Advisors
Maryland
$1.03M
AFP
189
Ausdal Financial Partners
Iowa
$1.02M
CCM
190
Condor Capital Management
New Jersey
$968K
EL
191
EQ LLC
Washington
$950K
CCFM
192
Clear Creek Financial Management
Washington
$942K
LFA
193
Laraway Financial Advisors
Minnesota
$934K
GS
194
GTS Securities
New York
$928K
CWP
195
Core Wealth Partners
California
$916K
CWM
196
Collaborative Wealth Management
Florida
$902K
WCFA
197
Walkner Condon Financial Advisors
Wisconsin
$862K
CFCI
198
Comprehensive Financial Consultants Institutional
Indiana
$807K
JPMorgan Chase & Co
199
JPMorgan Chase & Co
New York
$807K
FPB
200
First PREMIER Bank
South Dakota
$777K