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First Trust Smith Opportunistic Fixed Income ETF

320 hedge funds and large institutions have $2.67B invested in First Trust Smith Opportunistic Fixed Income ETF in 2026 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 131 increasing their positions, 123 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 26

2% more funds holding

Funds holding: 313320 (+7)

7% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 123

0.1% more ownership

Funds ownership: 78.47%78.57% (+0.1%)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

1% less capital invested

Capital invested by funds: $2.71B → $2.67B (-$35.1M)

Holders
320
Holders Change
+7
Holders Change %
+2.24%
% of All Funds
3.94%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
38
Increased
131
Reduced
123
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
251
Cerity Partners
New York
$220K -$114K -2,583 -34%
TCM
252
TD Capital Management
Tennessee
$219K +$2.48K +56 +1%
CCM
253
Chiron Capital Management
Florida
$218K +$221K +4,992 New
KFG
254
Kingdom Financial Group
Arizona
$214K -$126K -2,836 -37%
LAS
255
Lloyd Advisory Services
Georgia
$214K +$216K +4,874 +12,497%
AP
256
Advisortrust Partners
North Carolina
$193K +$196K +4,439 New
AF
257
Allworth Financial
California
$193K +$398 +9 +0.2%
AW
258
Ankerstar Wealth
Texas
$174K -$52.1K -1,177 -23%
SA
259
Scarborough Advisors
Maryland
$169K -$57.9K -1,307 -25%
NFSG
260
Newbridge Financial Services Group
Florida
$166K -$139K -3,131 -45%
SIM
261
Synergy Investment Management
Florida
$162K +$164K +3,715 New
US Bancorp
262
US Bancorp
Minnesota
$134K +$5.75K +130 +4%
SS
263
SBI Securities
Japan
$131K +$44 +1 +0%
GSWM
264
Golden State Wealth Management
California
$128K -$671K -15,159 -84%
BWL
265
Bogart Wealth LLC
Virginia
$115K
AUB
266
Atlantic Union Bankshares
Virginia
$73.6K +$74.8K +1,689 New
RCM
267
Raleigh Capital Management
North Carolina
$65.8K -$5.45K -123 -8%
FPF
268
First Pacific Financial
Washington
$60.7K -$32.8K -742 -35%
Jones Financial Companies
269
Jones Financial Companies
Missouri
$56.3K +$57.6K +1,302 New
MCM
270
MAI Capital Management
Ohio
$51.8K
MPG
271
My Portfolio Guide
California
$50.5K +$51.3K +1,159 New
RWPA
272
Richard W. Paul & Associates
Michigan
$43.8K
CFB
273
Cullen/Frost Bankers
Texas
$43.2K +$16.8K +380 +62%
GCP
274
Gill Capital Partners
Colorado
$39.2K +$39.8K +900 New
WWMSC
275
Wagner Wealth Management (South Carolina)
South Carolina
$38.8K +$354 +8 +0.9%