FIXD icon

First Trust Smith Opportunistic Fixed Income ETF

309 hedge funds and large institutions have $2.7B invested in First Trust Smith Opportunistic Fixed Income ETF in 2025 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 125 increasing their positions, 120 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$35.9M
2 +$27.3M
3 +$26.6M
4
Ameriprise
Ameriprise
Minnesota
+$23.1M
5
Bank of America
Bank of America
North Carolina
+$13M

Top Sellers

1 -$61.9M
2 -$17.3M
3 -$6.89M
4
Jane Street
Jane Street
New York
-$6.76M
5
DAS
Dynamic Advisor Solutions
Arizona
-$6.33M
Name Holding Trade Value Shares
Change
Change in
Stake
AOWM
201
Asset One Wealth Management
Washington
$444K
Jane Street
202
Jane Street
New York
$437K
TSS
203
Two Sigma Securities
New York
$436K
MWM
204
Maridea Wealth Management
New York
$431K
Corient Private Wealth
205
Corient Private Wealth
Florida
$429K
PS
206
Principal Securities
Iowa
$429K
PCS
207
Private Client Services
Kentucky
$416K
AWM
208
Apollon Wealth Management
South Carolina
$412K
LWM
209
Lighthouse Wealth Management
Ohio
$395K
TWM
210
TCFG Wealth Management
California
$387K
SCM
211
Seascape Capital Management
New Hampshire
$382K
AFP
212
Ausdal Financial Partners
Iowa
$382K
EL
213
EQ LLC
Washington
$367K
SWM
214
Spire Wealth Management
Virginia
$363K
OPA
215
Old Port Advisors
Maine
$362K
OFS
216
OneAscent Financial Services
Alabama
$357K
PFGIA
217
Patriot Financial Group Insurance Agency
Massachusetts
$354K
IAN
218
Integrated Advisors Network
Texas
$352K
Millennium Management
219
Millennium Management
New York
$352K
VHAM
220
Van Hulzen Asset Management
California
$350K
RFN
221
RDA Financial Network
Iowa
$348K
KFGK
222
Keystone Financial Group (Kentucky)
Kentucky
$345K
KFG
223
Kingdom Financial Group
Arizona
$343K
AFG
224
ABLE Financial Group
Arizona
$343K
Cerity Partners
225
Cerity Partners
New York
$338K