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First Trust Smith Opportunistic Fixed Income ETF

291 hedge funds and large institutions have $2.58B 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, 128 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
291
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
FPF
251
First Pacific Financial
Washington
$93.8K
CAM
252
Creekmur Asset Management
Illinois
$91.6K
RCM
253
Raleigh Capital Management
North Carolina
$75.2K
IF
254
Integrity Financial
Wyoming
$57.9K
MCM
255
MAI Capital Management
Ohio
$52.8K
JP Morgan Chase
256
JP Morgan Chase
New York
$51.7K
RWPA
257
Richard W. Paul & Associates
Michigan
$44.6K
GWSG
258
GPS Wealth Strategies Group
Colorado
$42.2K
WANY
259
Wealthspire Advisors (New York)
New York
$39.4K
WWM
260
Wagner Wealth Management
South Carolina
$39.3K
RCM
261
Richardson Capital Management
Wisconsin
$37K
EPW
262
Evergreen Private Wealth
Colorado
$35.8K
Qube Research & Technologies (QRT)
263
Qube Research & Technologies (QRT)
United Kingdom
$31.1K
FFA
264
Founders Financial Alliance
North Carolina
$29.3K
Q1WB
265
Quest 10 Wealth Builders
Virginia
$28K
TLA
266
Tanglewood Legacy Advisors
Texas
$21.3K
AF
267
Advisornet Financial
Minnesota
$18.7K
CFB
268
Cullen/Frost Bankers
Texas
$18.1K
PNC Financial Services Group
269
PNC Financial Services Group
Pennsylvania
$12.7K
AG
270
AmeriFlex Group
Nevada
$11.8K
T
271
Tidemark
California
$11.2K
HBW
272
Hazlett, Burt & Watson
West Virginia
$10K
TSMHT
273
Thurston Springer Miller Herd & Titak
Indiana
$9.99K
ANBT
274
American National Bank & Trust
Texas
$8.79K
RFP
275
Root Financial Partners
California
$8.44K