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First Trust Smith Opportunistic Fixed Income ETF

320 hedge funds and large institutions have $2.67B invested in First Trust Smith Opportunistic Fixed Income ETF in 2026 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 131 increasing their positions, 123 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 26

2% more funds holding

Funds holding: 313320 (+7)

7% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 123

0.1% more ownership

Funds ownership: 78.47%78.57% (+0.1%)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

1% less capital invested

Capital invested by funds: $2.71B → $2.67B (-$35.1M)

Holders
320
Holders Change
+7
Holders Change %
+2.24%
% of All Funds
3.94%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
38
Increased
131
Reduced
123
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TSS
226
Two Sigma Securities
New York
$287K -$144K -3,253 -33%
VT
227
Vise Technologies
New York
$286K
CL
228
Choreo LLC
Illinois
$285K -$797 -18 -0.3%
AIFAIM
229
American Institute for Advanced Investment Management
Arizona
$281K +$33.6K +760 +13%
TA
230
TrueWealth Advisors
Alabama
$277K -$13K -293 -4%
AWA
231
Arkadios Wealth Advisors
Georgia
$276K +$280K +6,324 New
FMTC
232
Farmers & Merchants Trust Company
California
$273K +$277K +6,256 New
Renaissance Technologies
233
Renaissance Technologies
New York
$270K +$274K +6,200 New
EC
234
EdgeRock Capital
Colorado
$270K +$133 +3 +0%
GFG
235
Goldstone Financial Group
Illinois
$270K -$23.7K -535 -8%
CAG
236
Csenge Advisory Group
Florida
$270K -$1.29M -29,053 -82%
SPC
237
Sigma Planning Corp
Michigan
$269K -$442K -9,982 -62%
PA
238
Parallel Advisors
California
$268K +$272K +6,142 New
GM
239
GeoWealth Management
Illinois
$267K -$13.9K -313 -5%
QCIG
240
Quad-Cities Investment Group
Iowa
$266K +$1.59K +36 +0.6%
OWM
241
Omnitrust Wealth Management
Florida
$259K -$15.6K -352 -6%
LBC
242
Leigh Baldwin & Co
New York
$256K -$13.1K -295 -5%
MWA
243
Medallion Wealth Advisors
Connecticut
$256K -$52.4K -1,183 -17%
BFA
244
Beacon Financial Advisory
Ohio
$245K -$6.64K -150 -3%
MWM
245
Maridea Wealth Management
New York
$244K -$183K -4,127 -42%
OPA
246
Old Port Advisors
Maine
$238K -$120K -2,703 -33%
IAIM
247
International Assets Investment Management
Florida
$236K +$23.2K +524 +11%
WA
248
Waverly Advisors
Alabama
$236K
FHC
249
First Heartland Consultants
Missouri
$230K -$60.3K -1,362 -21%
SWP
250
Summit Wealth Partners
Florida
$223K +$227K +5,127 New