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First Trust Smith Opportunistic Fixed Income ETF

309 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, 120 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
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
RIA
226
Regal Investment Advisors
Michigan
$318K
JWCA
227
J.W. Cole Advisors
Florida
$311K
NFSG
228
Newbridge Financial Services Group
Florida
$307K
GFG
229
Goldstone Financial Group
Illinois
$298K
CAPTRUST Financial Advisors
230
CAPTRUST Financial Advisors
North Carolina
$297K
TA
231
TrueWealth Advisors
Alabama
$294K
FHC
232
First Heartland Consultants
Missouri
$294K
CL
233
Choreo LLC
Illinois
$293K
BCP
234
Blackhawk Capital Partners
Wisconsin
$287K
VT
235
Vise Technologies
New York
$286K
GM
236
GeoWealth Management
Illinois
$285K
CFG
237
Cooper Financial Group
California
$285K
OWM
238
Omnitrust Wealth Management
Florida
$279K
MWM
239
Modern Wealth Management
Kansas
$274K
EC
240
EdgeRock Capital
Colorado
$274K
LBC
241
Leigh Baldwin & Co
New York
$274K
AAS
242
Asset Allocation Strategies
Michigan
$273K
QCIG
243
Quad-Cities Investment Group
Iowa
$269K
IA
244
Integrity Alliance
Iowa
$257K
TAM
245
Tucker Asset Management
Colorado
$257K
BFA
246
Beacon Financial Advisory
Ohio
$256K
WFAG
247
Worth Financial Advisory Group
North Carolina
$254K
AIFAIM
248
American Institute for Advanced Investment Management
Arizona
$252K
HH
249
Hilltop Holdings
Texas
$241K
WA
250
Waverly Advisors
Alabama
$240K