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First Trust Smith Opportunistic Fixed Income ETF

313 hedge funds and large institutions have $2.71B invested in First Trust Smith Opportunistic Fixed Income ETF in 2025 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 126 increasing their positions, 121 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 17

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

5% more funds holding

Funds holding: 297313 (+16)

4% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 121

4% more capital invested

Capital invested by funds: $2.6B → $2.71B (+$106M)

0.83% more ownership

Funds ownership: 77.64%78.47% (+0.83%)

Holders
313
Holders Change
+16
Holders Change %
+5.39%
% of All Funds
3.81%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.11%
New
37
Increased
126
Reduced
121
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HH
251
Hilltop Holdings
Texas
$241K -$11.4K -256 -5%
WA
252
Waverly Advisors
Alabama
$240K -$945K -21,230 -80%
RFA
253
ROI Financial Advisors
Oregon
$235K +$237K +5,311 New
SA
254
Scarborough Advisors
Maryland
$230K +$59.9K +1,346 +35%
AW
255
Ankerstar Wealth
Texas
$229K +$231K +5,177 New
SB
256
Strategic Blueprint
Georgia
$224K +$356 +8 +0.2%
TCM
257
TD Capital Management
Tennessee
$220K +$21.8K +489 +11%
PA
258
Pinnacle Associates
New York
$217K -$73.5K -1,650 -25%
IAIM
259
International Assets Investment Management
Florida
$217K +$2.63K +59 +1%
DAS
260
Diversify Advisory Services
Utah
$209K -$373K -8,376 -64%
SP
261
Stablepoint Partners
Massachusetts
$209K
BPFA
262
Barnes Pettey Financial Advisors
Mississippi
$200K +$201K +4,521 New
GRP
263
Global Retirement Partners
California
$196K -$291K -6,542 -60%
AF
264
Allworth Financial
California
$196K -$36.5K -819 -16%
FHC
265
First Horizon Corporation
Tennessee
$179K +$180K +4,036 New
Qube Research & Technologies (QRT)
266
Qube Research & Technologies (QRT)
United Kingdom
$170K +$140K +3,146 +449%
JP Morgan Chase
267
JP Morgan Chase
New York
$168K +$117K +2,626 +226%
Bank of Montreal
268
Bank of Montreal
Ontario, Canada
$154K +$155K +3,485 New
IIM
269
IFC & Insurance Marketing
California
$143K +$144K +3,223 New
SS
270
SBI Securities
Japan
$133K
US Bancorp
271
US Bancorp
Minnesota
$130K
BWL
272
Bogart Wealth LLC
Virginia
$117K -$1.78K -40 -1%
ACA
273
Aptus Capital Advisors
Alabama
$98.4K -$2.14K -48 -2%
FPF
274
First Pacific Financial
Washington
$94.6K +$980 +22 +1%
SAG
275
SageView Advisory Group
California
$83.4K +$83.8K +1,882 New