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First Trust Smith Opportunistic Fixed Income ETF

295 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, 127 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:

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
295
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
SS
251
SBI Securities
Japan
$133K
US Bancorp
252
US Bancorp
Minnesota
$131K
BWL
253
Bogart Wealth LLC
Virginia
$119K
ACA
254
Aptus Capital Advisors
Alabama
$101K
FPF
255
First Pacific Financial
Washington
$93.8K
CAM
256
Creekmur Asset Management
Illinois
$91.6K
RCM
257
Raleigh Capital Management
North Carolina
$75.2K
IF
258
Integrity Financial
Wyoming
$57.9K
MCM
259
MAI Capital Management
Ohio
$52.8K
JP Morgan Chase
260
JP Morgan Chase
New York
$51.7K
RWPA
261
Richard W. Paul & Associates
Michigan
$44.6K
GWSG
262
GPS Wealth Strategies Group
Colorado
$42.2K
WANY
263
Wealthspire Advisors (New York)
New York
$39.4K
WWMSC
264
Wagner Wealth Management (South Carolina)
South Carolina
$39.3K
RCM
265
Richardson Capital Management
Wisconsin
$37K
EPW
266
Evergreen Private Wealth
Colorado
$35.8K
Qube Research & Technologies (QRT)
267
Qube Research & Technologies (QRT)
United Kingdom
$31.1K
FFA
268
Founders Financial Alliance
North Carolina
$29.3K
Q1WB
269
Quest 10 Wealth Builders
Virginia
$28K
TLA
270
Tanglewood Legacy Advisors
Texas
$21.3K
AF
271
Advisornet Financial
Minnesota
$18.7K
CFB
272
Cullen/Frost Bankers
Texas
$18.1K
PNC Financial Services Group
273
PNC Financial Services Group
Pennsylvania
$12.7K
AG
274
AmeriFlex Group
Nevada
$11.8K
T
275
Tidemark
California
$11.2K