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First Trust Smith Opportunistic Fixed Income ETF

295 hedge funds and large institutions have $2.6B invested in First Trust Smith Opportunistic Fixed Income ETF in 2025 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 120 increasing their positions, 127 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:

25% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 32

33% less funds holding in top 10

Funds holding in top 10: 128 (-4)

Holders
295
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
HBW
276
Hazlett, Burt & Watson
West Virginia
$10K
TSMHT
277
Thurston Springer Miller Herd & Titak
Indiana
$9.99K
ANBT
278
American National Bank & Trust
Texas
$8.79K
RFP
279
Root Financial Partners
California
$8.44K
CW
280
Curio Wealth
Maryland
$7.14K
GEA
281
Glen Eagle Advisors
New Jersey
$6.69K
IWM
282
IMG Wealth Management
Florida
$6.36K
SAM
283
Smartleaf Asset Management
Massachusetts
$6.18K
DFA
284
DHJJ Financial Advisors
Illinois
$5.64K
HFS
285
Hantz Financial Services
Michigan
$5K
HNB
286
Hilltop National Bank
Wyoming
$4.26K
TFA
287
Transamerica Financial Advisors
Florida
$2.18K
BWM
288
Bernard Wealth Management
Michigan
$1.45K
HI
289
Horizon Investments
North Carolina
$1.02K
SWP
290
Strategic Wealth Partners
Ohio
$577
SAS
291
Spurstone Advisory Services
Connecticut
$533
AIC
292
Archer Investment Corporation
Indiana
$198
Fidelity Investments
293
Fidelity Investments
Massachusetts
$89
WWM
294
Wolff Wiese Magana
California
$45
SIS
295
Sound Income Strategies
Florida
$25
OMC
296
Old Mission Capital
Illinois
GWANC
297
Guardian Wealth Advisors (North Carolina)
North Carolina
VWA
298
Visionary Wealth Advisors
Illinois
GSEP
299
Golden State Equity Partners
California
Susquehanna International Group
300
Susquehanna International Group
Pennsylvania