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First Trust Smith Opportunistic Fixed Income ETF

307 hedge funds and large institutions have $2.7B invested in First Trust Smith Opportunistic Fixed Income ETF in 2025 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 125 increasing their positions, 118 reducing their positions, and 17 closing their positions.

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