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First Trust Smith Opportunistic Fixed Income ETF

313 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 37 funds opening new positions, 126 increasing their positions, 121 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 17

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

5% more funds holding

Funds holding: 297313 (+16)

4% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 121

4% more capital invested

Capital invested by funds: $2.6B → $2.71B (+$106M)

0.83% more ownership

Funds ownership: 77.64%78.47% (+0.83%)

Holders
313
Holders Change
+16
Holders Change %
+5.39%
% of All Funds
3.81%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.11%
New
37
Increased
126
Reduced
121
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
226
Cerity Partners
New York
$338K -$286K -6,430 -46%
RIA
227
Regal Investment Advisors
Michigan
$318K +$1.25K +28 +0.4%
MWA
228
Medallion Wealth Advisors
Connecticut
$313K +$1.69K +38 +0.5%
JWCA
229
J.W. Cole Advisors
Florida
$311K -$10.5K -235 -3%
NFSG
230
Newbridge Financial Services Group
Florida
$307K +$309K +6,928 New
GFG
231
Goldstone Financial Group
Illinois
$298K +$38.3K +860 +15%
CAPTRUST Financial Advisors
232
CAPTRUST Financial Advisors
North Carolina
$297K +$298K +6,703 New
TA
233
TrueWealth Advisors
Alabama
$294K +$19.5K +437 +7%
FHC
234
First Heartland Consultants
Missouri
$294K +$89 +2 +0%
CL
235
Choreo LLC
Illinois
$293K
BCP
236
Blackhawk Capital Partners
Wisconsin
$287K -$3.12M -70,129 -92%
VT
237
Vise Technologies
New York
$286K +$287K +6,450 New
GM
238
GeoWealth Management
Illinois
$285K +$3.43K +77 +1%
CFG
239
Cooper Financial Group
California
$285K +$2.98K +67 +1%
OWM
240
Omnitrust Wealth Management
Florida
$279K +$281K +6,299 New
MWM
241
Modern Wealth Management
Kansas
$274K -$120K -2,692 -30%
EC
242
EdgeRock Capital
Colorado
$274K -$18.1K -407 -6%
LBC
243
Leigh Baldwin & Co
New York
$274K -$6.28K -141 -2%
AAS
244
Asset Allocation Strategies
Michigan
$273K +$68.1K +1,530 +33%
QCIG
245
Quad-Cities Investment Group
Iowa
$269K +$1.74K +39 +0.6%
IA
246
Integrity Alliance
Iowa
$257K +$258K +5,789 New
TAM
247
Tucker Asset Management
Colorado
$257K -$52.6K -1,182 -17%
BFA
248
Beacon Financial Advisory
Ohio
$256K
WFAG
249
Worth Financial Advisory Group
North Carolina
$254K +$255K +5,722 New
AIFAIM
250
American Institute for Advanced Investment Management
Arizona
$252K +$253K +5,685 New