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First Trust Smith Opportunistic Fixed Income ETF

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: 312297 (-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: 128 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
MWA
226
Medallion Wealth Advisors
Connecticut
$312K -$45.2K -1,027 -13%
SWP
227
ShoreHaven Wealth Partners
New Jersey
$312K +$64.3K +1,462 +26%
TAM
228
Tucker Asset Management
Colorado
$310K -$80.9K -1,838 -21%
FHC
229
First Heartland Consultants
Missouri
$295K -$104K -2,369 -26%
EC
230
EdgeRock Capital
Colorado
$293K +$308 +7 +0.1%
CL
231
Choreo LLC
Illinois
$291K +$289K +6,559 New
PA
232
Pinnacle Associates
New York
$291K
CFG
233
Cooper Financial Group
California
$282K +$3.08K +70 +1%
GM
234
GeoWealth Management
Illinois
$282K +$14.2K +323 +5%
LBC
235
Leigh Baldwin & Co
New York
$281K +$704 +16 +0.3%
TA
236
TrueWealth Advisors
Alabama
$276K -$69.5K -1,580 -20%
AWA
237
Arkadios Wealth Advisors
Georgia
$269K +$38.4K +873 +17%
QCIG
238
Quad-Cities Investment Group
Iowa
$268K -$440 -10 -0.2%
GFG
239
Goldstone Financial Group
Illinois
$260K +$55K +1,251 +27%
BFA
240
Beacon Financial Advisory
Ohio
$257K
HH
241
Hilltop Holdings
Texas
$253K +$20K +455 +9%
VAS
242
Vestmark Advisory Solutions
Massachusetts
$249K +$247K +5,604 New
AF
243
Allworth Financial
California
$233K -$35.8K -814 -13%
LSA
244
Lion Street Advisors
Texas
$229K -$39.7K -902 -17%
SB
245
Strategic Blueprint
Georgia
$224K -$93.8K -2,133 -30%
IAIM
246
International Assets Investment Management
Florida
$212K
SP
247
Stablepoint Partners
Massachusetts
$209K -$9.81K -223 -5%
AAS
248
Asset Allocation Strategies
Michigan
$205K +$203K +4,619 New
MI
249
Moneywise Inc
Virginia
$203K +$201K +4,578 New
TCM
250
TD Capital Management
Tennessee
$199K +$2.2K +50 +1%