First Trust Smith Opportunistic Fixed Income ETF
FIXD
316 hedge funds and large institutions have $2.57B invested in First Trust Smith Opportunistic Fixed Income ETF in 2026 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 127 increasing their positions, 128 reducing their positions, and 27 closing their positions.
7% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 27
0.29% less ownership
Funds ownership: 78.57% → 78.28% (-0.29%)
1% less repeat investments, than reductions
Existing positions increased: 127 | Existing positions reduced: 128
4% less capital invested
Capital invested by funds: $2.67B → $2.57B (-$106M)
1% less funds holding
Funds holding: 320 → 316 (-4)
22% less funds holding in top 10
Funds holding in top 10: 9 → 7 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SPIA
Steward Partners Investment Advisory
New York
|
+$19.9M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$18.7M |
| 3 |
LWP
LeClair Wealth Partners
Dublin,
Ohio
|
+$17.9M |
| 4 |
Morgan Stanley
New York
|
+$15.9M |
| 5 |
CAS
Coppell Advisory Solutions
Coppell,
Texas
|
+$12.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$52.3M |
| 2 |
LPL Financial
San Diego,
California
|
-$37.2M |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
-$28.2M |
| 4 |
CFS
Commonwealth Financial Services
Vienna,
West Virginia
|
-$27.5M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$26.3M |
FIXD Hedge Fund Activity: Q2 2026 in Review
316 institutional investors reported a position in First Trust Smith Opportunistic Fixed Income ETF (FIXD) for Q2 2026, worth a combined $2.57B — down 4% from $2.67B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new FIXD positions and 27 closed out — a net gain of 2 holders — while 127 added to existing stakes and 128 trimmed.
The largest buyer was Steward Partners Investment Advisory, adding an estimated $19.9M. The largest seller was Wells Fargo, cutting an estimated $52.3M.
- 316 institutional investors held First Trust Smith Opportunistic Fixed Income ETF (FIXD) as of Q2 2026, down from 320 in Q1 2026.
- Funds reported $2.57B of First Trust Smith Opportunistic Fixed Income ETF stock for Q2 2026, down 4% quarter-over-quarter.
- 29 funds opened new First Trust Smith Opportunistic Fixed Income ETF positions in Q2 2026 and 27 closed out, a net change of +2 holders.
- The largest First Trust Smith Opportunistic Fixed Income ETF buyer in Q2 2026 was Steward Partners Investment Advisory, an estimated $19.9M added.
- The largest First Trust Smith Opportunistic Fixed Income ETF seller in Q2 2026 was Wells Fargo, an estimated $52.3M sold.
Based on aggregated 13F filings for Q2 2026.