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First Trust Smith Opportunistic Fixed Income ETF

286 hedge funds and large institutions have $2.57B 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, 123 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
286
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
HFS
276
Hantz Financial Services
Michigan
$5K
HNB
277
Hilltop National Bank
Wyoming
$4.26K
TFA
278
Transamerica Financial Advisors
Florida
$2.18K
BWM
279
Bernard Wealth Management
Michigan
$1.45K
HI
280
Horizon Investments
North Carolina
$1.02K
SWP
281
Strategic Wealth Partners
Ohio
$577
SAS
282
Spurstone Advisory Services
Connecticut
$533
AIC
283
Archer Investment Corporation
Indiana
$198
Fidelity Investments
284
Fidelity Investments
Massachusetts
$89
WWM
285
Wolff Wiese Magana
California
$45
SIS
286
Sound Income Strategies
Florida
$25
OMC
287
Old Mission Capital
Illinois
GWANC
288
Guardian Wealth Advisors (North Carolina)
North Carolina
VWA
289
Visionary Wealth Advisors
Illinois
GSEP
290
Golden State Equity Partners
California
Susquehanna International Group
291
Susquehanna International Group
Pennsylvania
SWMG
292
Signature Wealth Management Group
Georgia
FAIM
293
Financial Advocates Investment Management
Washington
LMKC
294
L.M. Kohn & Company
Ohio
M1FG
295
Mach-1 Financial Group
Arkansas
BBL
296
Beck Bode LLC
Massachusetts
VC
297
Vicus Capital
Pennsylvania
WS
298
Wedbush Securities
California
HF
299
HRT Financial
New York
CAM
300
Cozad Asset Management
Illinois