First Trust Smith Opportunistic Fixed Income ETF
FIXD
313 hedge funds and large institutions have $2.71B invested in First Trust Smith Opportunistic Fixed Income ETF in 2025 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 126 increasing their positions, 121 reducing their positions, and 17 closing their positions.
118% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 17
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
5% more funds holding
Funds holding: 297 → 313 (+16)
4% more repeat investments, than reductions
Existing positions increased: 126 | Existing positions reduced: 121
4% more capital invested
Capital invested by funds: $2.6B → $2.71B (+$106M)
0.82% more ownership
Funds ownership: 77.64% → 78.47% (+0.82%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$35.9M |
| 2 |
LPL Financial
San Diego,
California
|
+$27.3M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$26.6M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$23.1M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAP
Arax Advisory Partners
Denver,
Colorado
|
-$61.9M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$17.3M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$6.89M |
| 4 |
Jane Street
New York
|
-$6.76M |
| 5 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
-$6.33M |
FIXD Hedge Fund Activity: Q4 2025 in Review
313 of the 8,267 institutional investors tracked by Wall St. Rank reported a position in First Trust Smith Opportunistic Fixed Income ETF (FIXD) for Q4 2025, worth a combined $2.71B — up 4.1% from $2.6B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new FIXD positions and 17 closed out — a net gain of 20 holders — while 126 added to existing stakes and 121 trimmed.
The largest buyer was UBS Group, adding an estimated $35.9M. The largest seller was Arax Advisory Partners, cutting an estimated $61.9M.
- 313 institutional investors held First Trust Smith Opportunistic Fixed Income ETF (FIXD) as of Q4 2025, up from 297 in Q3 2025.
- Funds reported $2.71B of First Trust Smith Opportunistic Fixed Income ETF stock for Q4 2025, up 4.1% quarter-over-quarter.
- 37 funds opened new First Trust Smith Opportunistic Fixed Income ETF positions in Q4 2025 and 17 closed out, a net change of +20 holders.
- The largest First Trust Smith Opportunistic Fixed Income ETF buyer in Q4 2025 was UBS Group, an estimated $35.9M added.
- The largest First Trust Smith Opportunistic Fixed Income ETF seller in Q4 2025 was Arax Advisory Partners, an estimated $61.9M sold.
Based on aggregated 13F filings for Q4 2025.