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First Trust Smith Opportunistic Fixed Income ETF

297 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, 129 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.68% more ownership

Funds ownership: 74.96%77.64% (+2.7%)

1% more capital invested

Capital invested by funds: $2.56B → $2.6B (+$36.6M)

7% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 129

5% less funds holding

Funds holding: 312297 (-15)

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
297
Holders Change
-15
Holders Change %
-4.81%
% of All Funds
3.9%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
24
Increased
120
Reduced
129
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AG
276
AmeriFlex Group
Nevada
$11.8K -$7.7K -175 -40%
T
277
Tidemark
California
$11.2K
HBW
278
Hazlett, Burt & Watson
West Virginia
$10K +$9.9K +225 New
TSMHT
279
Thurston Springer Miller Herd & Titak
Indiana
$9.99K -$4.4K -100 -31%
ANBT
280
American National Bank & Trust
Texas
$8.79K
RFP
281
Root Financial Partners
California
$8.44K +$8.36K +190 New
CW
282
Curio Wealth
Maryland
$7.14K +$7.08K +161 New
GEA
283
Glen Eagle Advisors
New Jersey
$6.69K +$6.64K +151 New
IWM
284
IMG Wealth Management
Florida
$6.36K
SAM
285
Smartleaf Asset Management
Massachusetts
$6.18K +$6.12K +139 New
DFA
286
DHJJ Financial Advisors
Illinois
$5.64K +$5.59K +127 New
HFS
287
Hantz Financial Services
Michigan
$5K
HNB
288
Hilltop National Bank
Wyoming
$4.26K
TFA
289
Transamerica Financial Advisors
Florida
$2.18K +$2.2K +50 New
BWM
290
Bernard Wealth Management
Michigan
$1.45K
HI
291
Horizon Investments
North Carolina
$1.02K
SWP
292
Strategic Wealth Partners
Ohio
$577 -$1.5K -34 -72%
SAS
293
Spurstone Advisory Services
Connecticut
$533
AIC
294
Archer Investment Corporation
Indiana
$198 -$3.98M -90,485 -100%
Fidelity Investments
295
Fidelity Investments
Massachusetts
$89
WWM
296
Wolff Wiese Magana
California
$45
SIS
297
Sound Income Strategies
Florida
$25
OMC
298
Old Mission Capital
Illinois
-$5.98M -136,310 Closed
GWANC
299
Guardian Wealth Advisors (North Carolina)
North Carolina
-$3.58M -81,529 Closed
VWA
300
Visionary Wealth Advisors
Illinois
-$3.32M -75,656 Closed