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First Trust Smith Opportunistic Fixed Income ETF
FIXD

297 hedge funds and large institutions have $2.6B invested in First Trust Smith Opportunistic Fixed Income ETF in 2025 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 120 increasing their positions, 129 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.68% more ownership

Funds ownership: 74.96% → 77.64% (+2.7%)

1% more capital invested

Capital invested by funds: $2.56B → $2.6B (+$36.6M)

7% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 129

5% less funds holding

Funds holding: 312 → 297 (-15)

25% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 32

33% less funds holding in top 10

Funds holding in top 10: 12 → 8 (-4)

Holders
297
Holders Change
-15
Holders Change %
-4.81%
% of All Funds
3.9%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
24
Increased
120
Reduced
129
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAP
Arax Advisory Partners
Colorado
+$63.8M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$24.2M
3
Wells Fargo
Wells Fargo
California
+$20.6M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$9.36M
5
Baird Financial Group
Baird Financial Group
Wisconsin
+$7.68M

Top Sellers

1
DA
Drake & Associates
Wisconsin
-$23.5M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$8.86M
3
HI
Harbour Investments
Wisconsin
-$7.45M
4
P
&Partners
Tennessee
-$6.5M
5
OMC
Old Mission Capital
Illinois
-$5.98M
Name Holding Trade Value Shares
Change 		Change in
Stake
EW
176
Entruity Wealth
California
$717K +$67.6K +1,536 +11%
PWM
177
Perigon Wealth Management
California
$699K +$35.3K +802 +5%
CWA
178
Crux Wealth Advisors
California
$694K -$66.7K -1,517 -9%
AWG
179
Altus Wealth Group
Colorado
$692K +$88.3K +2,007 +15%
SG
180
StoneX Group
New York
$682K -$213K -4,846 -24%
CCFM
181
Clear Creek Financial Management
Washington
$682K -$312K -7,097 -32%
PB
182
Pinnacle Bancorp
Nebraska
$681K -$704 -16 -0.1%
CWM
183
Collaborative Wealth Management
Florida
$660K -$37.2K -845 -5%
MAM
184
Milestone Asset Management
Pennsylvania
$656K +$650K +14,769 New
BAM
185
Bellevue Asset Management
Washington
$656K -$80.7K -1,835 -11%
IG
186
IFS Group
Pennsylvania
$641K +$634K +14,401 New
NW
187
NewEdge Wealth
Pennsylvania
$625K +$1.5K +34 +0.2%
Cerity Partners
188
Cerity Partners
New York
$624K +$370K +8,404 +149%
RF
189
Rossby Financial
Florida
$616K +$265K +6,028 +77%
ASN
190
Advisory Services Network
Georgia
$599K -$14.5K -330 -2%
BWA
191
BlueChip Wealth Advisors
Georgia
$591K +$5.76K +131 +1%
SAI
192
Savvy Advisors Inc
New York
$587K +$50.4K +1,145 +9%
DAS
193
Diversify Advisory Services
Utah
$582K -$124K -2,808 -18%
CCA
194
Cottonwood Capital Advisors
Utah
$574K +$3.21K +73 +0.6%
WFA
195
WMG Financial Advisors
Tennessee
$570K -$42.6K -969 -7%
CIAS
196
Capital Investment Advisory Services
North Carolina
$566K +$41.4K +941 +8%
TWM
197
TCFG Wealth Management
California
$560K -$1.45K -33 -0.3%
NS
198
NBC Securities
Alabama
$551K -$88.5K -2,011 -14%
FFS
199
Founders Financial Securities
Maryland
$530K -$178K -4,042 -25%
SF
200
Summit Financial
New Jersey
$508K +$504K +11,447 New
6 7
8
9 10

FIXD Hedge Fund Activity: Q3 2025 in Review

297 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in First Trust Smith Opportunistic Fixed Income ETF (FIXD) for Q3 2025, worth a combined $2.6B — up 1.4% from $2.56B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of FIXD and 24 opened new positions — a net loss of 8 holders — while 129 trimmed existing stakes and 120 added.

The largest buyer was Arax Advisory Partners, adding an estimated $63.8M. The largest seller was Drake & Associates, cutting an estimated $23.5M.

  • 297 institutional investors held First Trust Smith Opportunistic Fixed Income ETF (FIXD) as of Q3 2025, down from 312 in Q2 2025.
  • Funds reported $2.6B of First Trust Smith Opportunistic Fixed Income ETF stock for Q3 2025, up 1.4% quarter-over-quarter.
  • 24 funds opened new First Trust Smith Opportunistic Fixed Income ETF positions in Q3 2025 and 32 closed out, a net change of -8 holders.
  • The largest First Trust Smith Opportunistic Fixed Income ETF buyer in Q3 2025 was Arax Advisory Partners, an estimated $63.8M added.
  • The largest First Trust Smith Opportunistic Fixed Income ETF seller in Q3 2025 was Drake & Associates, an estimated $23.5M sold.

Based on aggregated 13F filings for Q3 2025.