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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
TWP
201
Triad Wealth Partners
Kansas
$505K +$500K +11,369 New
KLCM
202
KG&L Capital Management
Louisiana
$503K +$21.8K +496 +5%
GRP
203
Global Retirement Partners
California
$487K +$96K +2,182 +25%
QWM
204
Quadcap Wealth Management
Texas
$461K -$19.8K -450 -4%
SAM
205
Smithbridge Asset Management
Pennsylvania
$439K +$435K +9,885 New
FFN
206
Focus Financial Network
Minnesota
$426K +$8.01K +182 +2%
LWM
207
Lighthouse Wealth Management
Ohio
$425K +$616 +14 +0.1%
NG
208
Novem Group
New York
$425K +$1.32K +30 +0.3%
PTC
209
Private Trust Company
Ohio
$424K -$103K -2,348 -20%
MMA
210
Miracle Mile Advisors
California
$420K – – –
PCS
211
Private Client Services
Kentucky
$417K -$186K -4,223 -31%
AWM
212
Apollon Wealth Management
South Carolina
$412K +$2.82K +64 +0.7%
SWM
213
Spire Wealth Management
Virginia
$412K -$213K -4,838 -34%
Citigroup
214
Citigroup
New York
$406K +$19.5K +444 +5%
PS
215
Principal Securities
Iowa
$406K +$16.9K +384 +4%
DC
216
Davenport & Co
Virginia
$402K +$17.4K +395 +5%
MWM
217
Modern Wealth Management
Kansas
$395K -$155K -3,521 -28%
AFP
218
Ausdal Financial Partners
Iowa
$383K -$878K -19,948 -70%
OPA
219
Old Port Advisors
Maine
$378K -$792 -18 -0.2%
PFGIA
220
Patriot Financial Group Insurance Agency
Massachusetts
$361K -$6.69K -152 -2%
OFS
221
OneAscent Financial Services
Alabama
$358K +$17.6K +401 +5%
VHAM
222
Van Hulzen Asset Management
California
$351K – – –
JWCA
223
J.W. Cole Advisors
Florida
$338K +$6.42K +146 +2%
AFG
224
ABLE Financial Group
Arizona
$336K +$14K +319 +4%
RIA
225
Regal Investment Advisors
Michigan
$317K -$15.4K -349 -5%
7 8
9
10 11

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.