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First Trust Smith Opportunistic Fixed Income ETF

295 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, 127 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

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
295
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TAM
226
Tucker Asset Management
Colorado
$310K
FHC
227
First Heartland Consultants
Missouri
$295K
EC
228
EdgeRock Capital
Colorado
$293K
CL
229
Choreo LLC
Illinois
$291K
PA
230
Pinnacle Associates
New York
$291K
CFG
231
Cooper Financial Group
California
$282K
GM
232
GeoWealth Management
Illinois
$282K
LBC
233
Leigh Baldwin & Co
New York
$281K
TA
234
TrueWealth Advisors
Alabama
$276K
AWA
235
Arkadios Wealth Advisors
Georgia
$269K
QCIG
236
Quad-Cities Investment Group
Iowa
$268K
GFG
237
Goldstone Financial Group
Illinois
$260K
BFA
238
Beacon Financial Advisory
Ohio
$257K
HH
239
Hilltop Holdings
Texas
$253K
VAS
240
Vestmark Advisory Solutions
Massachusetts
$249K
AF
241
Allworth Financial
California
$233K
LSA
242
Lion Street Advisors
Texas
$229K
SB
243
Strategic Blueprint
Georgia
$224K
IAIM
244
International Assets Investment Management
Florida
$212K
SP
245
Stablepoint Partners
Massachusetts
$209K
AAS
246
Asset Allocation Strategies
Michigan
$205K
MI
247
Moneywise Inc
Virginia
$203K
TCM
248
TD Capital Management
Tennessee
$199K
SA
249
Scarborough Advisors
Maryland
$170K
Jones Financial Companies
250
Jones Financial Companies
Missouri
$157K