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First Trust Smith Opportunistic Fixed Income ETF

309 hedge funds and large institutions have $2.7B invested in First Trust Smith Opportunistic Fixed Income ETF in 2025 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 125 increasing their positions, 120 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
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

Top Buyers

1 +$35.9M
2 +$27.3M
3 +$26.6M
4
Ameriprise
Ameriprise
Minnesota
+$23.1M
5
Bank of America
Bank of America
North Carolina
+$13M

Top Sellers

1 -$61.9M
2 -$17.3M
3 -$6.89M
4
Jane Street
Jane Street
New York
-$6.76M
5
DAS
Dynamic Advisor Solutions
Arizona
-$6.33M
Name Holding Trade Value Shares
Change
Change in
Stake
RFA
251
ROI Financial Advisors
Oregon
$235K
SA
252
Scarborough Advisors
Maryland
$230K
AW
253
Ankerstar Wealth
Texas
$229K
SB
254
Strategic Blueprint
Georgia
$224K
TCM
255
TD Capital Management
Tennessee
$220K
PA
256
Pinnacle Associates
New York
$217K
IAIM
257
International Assets Investment Management
Florida
$217K
DAS
258
Diversify Advisory Services
Utah
$209K
SP
259
Stablepoint Partners
Massachusetts
$209K
BPFA
260
Barnes Pettey Financial Advisors
Mississippi
$200K
GRP
261
Global Retirement Partners
California
$196K
AF
262
Allworth Financial
California
$196K
FHC
263
First Horizon Corporation
Tennessee
$179K
Qube Research & Technologies (QRT)
264
Qube Research & Technologies (QRT)
United Kingdom
$170K
JP Morgan Chase
265
JP Morgan Chase
New York
$168K
Bank of Montreal
266
Bank of Montreal
Ontario, Canada
$154K
IIM
267
IFC & Insurance Marketing
California
$143K
SS
268
SBI Securities
Japan
$133K
US Bancorp
269
US Bancorp
Minnesota
$130K
BWL
270
Bogart Wealth LLC
Virginia
$117K
ACA
271
Aptus Capital Advisors
Alabama
$98.4K
FPF
272
First Pacific Financial
Washington
$94.6K
SAG
273
SageView Advisory Group
California
$83.4K
RCM
274
Raleigh Capital Management
North Carolina
$72.3K
IF
275
Integrity Financial
Wyoming
$57.5K