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First Trust Smith Opportunistic Fixed Income ETF

312 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 36 funds opening new positions, 126 increasing their positions, 121 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
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
Cerity Partners
226
Cerity Partners
New York
$338K
RIA
227
Regal Investment Advisors
Michigan
$318K
MWA
228
Medallion Wealth Advisors
Connecticut
$313K
JWCA
229
J.W. Cole Advisors
Florida
$311K
NFSG
230
Newbridge Financial Services Group
Florida
$307K
GFG
231
Goldstone Financial Group
Illinois
$298K
CAPTRUST Financial Advisors
232
CAPTRUST Financial Advisors
North Carolina
$297K
TA
233
TrueWealth Advisors
Alabama
$294K
FHC
234
First Heartland Consultants
Missouri
$294K
CL
235
Choreo LLC
Illinois
$293K
BCP
236
Blackhawk Capital Partners
Wisconsin
$287K
VT
237
Vise Technologies
New York
$286K
GM
238
GeoWealth Management
Illinois
$285K
CFG
239
Cooper Financial Group
California
$285K
OWM
240
Omnitrust Wealth Management
Florida
$279K
MWM
241
Modern Wealth Management
Kansas
$274K
EC
242
EdgeRock Capital
Colorado
$274K
LBC
243
Leigh Baldwin & Co
New York
$274K
AAS
244
Asset Allocation Strategies
Michigan
$273K
QCIG
245
Quad-Cities Investment Group
Iowa
$269K
IA
246
Integrity Alliance
Iowa
$257K
TAM
247
Tucker Asset Management
Colorado
$257K
BFA
248
Beacon Financial Advisory
Ohio
$256K
WFAG
249
Worth Financial Advisory Group
North Carolina
$254K
AIFAIM
250
American Institute for Advanced Investment Management
Arizona
$252K