FIXD icon

First Trust Smith Opportunistic Fixed Income ETF

306 hedge funds and large institutions have $2.55B invested in First Trust Smith Opportunistic Fixed Income ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 95 increasing their positions, 171 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less funds holding in top 10

Funds holding in top 10:

44% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 171

60% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 35

Holders
306
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.53M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SG
176
StoneX Group
New York
$887K
AA
177
Advisory Alpha
Michigan
$880K
CCP
178
Clarity Capital Partners
California
$847K
WCFA
179
Walkner Condon Financial Advisors
Wisconsin
$809K
IAN
180
Integrated Advisors Network
Texas
$804K
CFCI
181
Comprehensive Financial Consultants Institutional
Indiana
$788K
GA
182
GSG Advisors
New Jersey
$784K
LMKC
183
L.M. Kohn & Company
Ohio
$766K
AWS
184
Atria Wealth Solutions
New York
$765K
FPB
185
First PREMIER Bank
South Dakota
$754K
CWA
186
Crux Wealth Advisors
California
$753K
BAM
187
Bellevue Asset Management
Washington
$729K
FFS
188
Founders Financial Securities
Maryland
$701K
DAS
189
Diversify Advisory Services
Utah
$698K
CWM
190
Collaborative Wealth Management
Florida
$689K
PB
191
Pinnacle Bancorp
Nebraska
$674K
M1FG
192
Mach-1 Financial Group
Arkansas
$663K
PWM
193
Perigon Wealth Management
California
$655K
BBL
194
Beck Bode LLC
Massachusetts
$653K
EW
195
Entruity Wealth
California
$641K
NS
196
NBC Securities
Alabama
$632K
SWM
197
Spire Wealth Management
Virginia
$619K
NW
198
NewEdge Wealth
Pennsylvania
$617K
CA
199
CoreCap Advisors
Michigan
$612K
WFA
200
WMG Financial Advisors
Tennessee
$606K