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First Trust Smith Opportunistic Fixed Income ETF

297 hedge funds and large institutions have $2.6B invested in First Trust Smith Opportunistic Fixed Income ETF in 2025 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 120 increasing their positions, 129 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.68% more ownership

Funds ownership: 74.96%77.64% (+2.7%)

1% more capital invested

Capital invested by funds: $2.56B → $2.6B (+$36.6M)

7% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 129

5% less funds holding

Funds holding: 312297 (-15)

25% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 32

33% less funds holding in top 10

Funds holding in top 10: 128 (-4)

Holders
297
Holders Change
-15
Holders Change %
-4.81%
% of All Funds
3.9%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
24
Increased
120
Reduced
129
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SA
251
Scarborough Advisors
Maryland
$170K +$30.5K +693 +22%
Jones Financial Companies
252
Jones Financial Companies
Missouri
$157K +$151K +3,423 +2,695%
SS
253
SBI Securities
Japan
$133K -$44 -1 -0%
US Bancorp
254
US Bancorp
Minnesota
$131K -$301K -6,835 -70%
BWL
255
Bogart Wealth LLC
Virginia
$119K -$5.59K -127 -5%
ACA
256
Aptus Capital Advisors
Alabama
$101K -$3.49M -79,427 -97%
FPF
257
First Pacific Financial
Washington
$93.8K -$85K -1,931 -48%
CAM
258
Creekmur Asset Management
Illinois
$91.6K -$76.3K -1,734 -46%
RCM
259
Raleigh Capital Management
North Carolina
$75.2K +$836 +19 +1%
IF
260
Integrity Financial
Wyoming
$57.9K -$35.2K -799 -38%
MCM
261
MAI Capital Management
Ohio
$52.8K
JP Morgan Chase
262
JP Morgan Chase
New York
$51.7K +$11.7K +265 +29%
RWPA
263
Richard W. Paul & Associates
Michigan
$44.6K -$11.9K -271 -21%
GWSG
264
GPS Wealth Strategies Group
Colorado
$42.2K
WANY
265
Wealthspire Advisors (New York)
New York
$39.4K +$39.1K +888 New
WWMSC
266
Wagner Wealth Management (South Carolina)
South Carolina
$39.3K -$10.9K -248 -22%
RCM
267
Richardson Capital Management
Wisconsin
$37K +$36.6K +832 New
EPW
268
Evergreen Private Wealth
Colorado
$35.8K
Qube Research & Technologies (QRT)
269
Qube Research & Technologies (QRT)
United Kingdom
$31.1K -$185K -4,199 -86%
FFA
270
Founders Financial Alliance
North Carolina
$29.3K +$22K +499 +310%
Q1WB
271
Quest 10 Wealth Builders
Virginia
$28K
TLA
272
Tanglewood Legacy Advisors
Texas
$21.3K
AF
273
Advisornet Financial
Minnesota
$18.7K -$1.67K -38 -8%
CFB
274
Cullen/Frost Bankers
Texas
$18.1K +$17.9K +408 New
PNC Financial Services Group
275
PNC Financial Services Group
Pennsylvania
$12.7K