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First Trust Smith Opportunistic Fixed Income ETF

286 hedge funds and large institutions have $2.57B invested in First Trust Smith Opportunistic Fixed Income ETF in 2025 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 116 increasing their positions, 123 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

28% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 32

33% less funds holding in top 10

Funds holding in top 10: 128 (-4)

Holders
286
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
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
JP Morgan Chase
251
JP Morgan Chase
New York
$51.7K
RWPA
252
Richard W. Paul & Associates
Michigan
$44.6K
GWSG
253
GPS Wealth Strategies Group
Colorado
$42.2K
WANY
254
Wealthspire Advisors (New York)
New York
$39.4K
WWM
255
Wagner Wealth Management
South Carolina
$39.3K
RCM
256
Richardson Capital Management
Wisconsin
$37K
EPW
257
Evergreen Private Wealth
Colorado
$35.8K
Qube Research & Technologies (QRT)
258
Qube Research & Technologies (QRT)
United Kingdom
$31.1K
FFA
259
Founders Financial Alliance
North Carolina
$29.3K
Q1WB
260
Quest 10 Wealth Builders
Virginia
$28K
TLA
261
Tanglewood Legacy Advisors
Texas
$21.3K
AF
262
Advisornet Financial
Minnesota
$18.7K
CFB
263
Cullen/Frost Bankers
Texas
$18.1K
PNC Financial Services Group
264
PNC Financial Services Group
Pennsylvania
$12.7K
AG
265
AmeriFlex Group
Nevada
$11.8K
T
266
Tidemark
California
$11.2K
HBW
267
Hazlett, Burt & Watson
West Virginia
$10K
TSMHT
268
Thurston Springer Miller Herd & Titak
Indiana
$9.99K
ANBT
269
American National Bank & Trust
Texas
$8.79K
RFP
270
Root Financial Partners
California
$8.44K
CW
271
Curio Wealth
Maryland
$7.14K
GEA
272
Glen Eagle Advisors
New Jersey
$6.69K
IWM
273
IMG Wealth Management
Florida
$6.36K
SAM
274
Smartleaf Asset Management
Massachusetts
$6.18K
DFA
275
DHJJ Financial Advisors
Illinois
$5.64K