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First Trust Smith Opportunistic Fixed Income ETF

318 hedge funds and large institutions have $2.64B invested in First Trust Smith Opportunistic Fixed Income ETF in 2026 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 129 increasing their positions, 124 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
318
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
Name Holding Trade Value Shares
Change
Change in
Stake
VT
226
Vise Technologies
New York
$286K
CL
227
Choreo LLC
Illinois
$285K
AIFAIM
228
American Institute for Advanced Investment Management
Arizona
$281K
TA
229
TrueWealth Advisors
Alabama
$277K
AWA
230
Arkadios Wealth Advisors
Georgia
$276K
FMTC
231
Farmers & Merchants Trust Company
California
$273K
Renaissance Technologies
232
Renaissance Technologies
New York
$270K
EC
233
EdgeRock Capital
Colorado
$270K
GFG
234
Goldstone Financial Group
Illinois
$270K
CAG
235
Csenge Advisory Group
Florida
$270K
SPC
236
Sigma Planning Corp
Michigan
$269K
PA
237
Parallel Advisors
California
$268K
GM
238
GeoWealth Management
Illinois
$267K
QCIG
239
Quad-Cities Investment Group
Iowa
$266K
OWM
240
Omnitrust Wealth Management
Florida
$259K
LBC
241
Leigh Baldwin & Co
New York
$256K
MWA
242
Medallion Wealth Advisors
Connecticut
$256K
BFA
243
Beacon Financial Advisory
Ohio
$245K
MWM
244
Maridea Wealth Management
New York
$244K
OPA
245
Old Port Advisors
Maine
$238K
IAIM
246
International Assets Investment Management
Florida
$236K
WA
247
Waverly Advisors
Alabama
$236K
FHC
248
First Heartland Consultants
Missouri
$230K
SWP
249
Summit Wealth Partners
Florida
$223K
Cerity Partners
250
Cerity Partners
New York
$220K