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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
CW
276
Curio Wealth
Maryland
$7.14K
GEA
277
Glen Eagle Advisors
New Jersey
$6.69K
IWM
278
IMG Wealth Management
Florida
$6.36K
SAM
279
Smartleaf Asset Management
Massachusetts
$6.18K
DFA
280
DHJJ Financial Advisors
Illinois
$5.64K
HFS
281
Hantz Financial Services
Michigan
$5K
HNB
282
Hilltop National Bank
Wyoming
$4.26K
TFA
283
Transamerica Financial Advisors
Florida
$2.18K
BWM
284
Bernard Wealth Management
Michigan
$1.45K
HI
285
Horizon Investments
North Carolina
$1.02K
SWP
286
Strategic Wealth Partners
Ohio
$577
SAS
287
Spurstone Advisory Services
Connecticut
$533
AIC
288
Archer Investment Corporation
Indiana
$198
Fidelity Investments
289
Fidelity Investments
Massachusetts
$89
WWM
290
Wolff Wiese Magana
California
$45
SIS
291
Sound Income Strategies
Florida
$25
OMC
292
Old Mission Capital
Illinois
GWANC
293
Guardian Wealth Advisors (North Carolina)
North Carolina
VWA
294
Visionary Wealth Advisors
Illinois
GSEP
295
Golden State Equity Partners
California
Susquehanna International Group
296
Susquehanna International Group
Pennsylvania
SWMG
297
Signature Wealth Management Group
Georgia
FAIM
298
Financial Advocates Investment Management
Washington
LMKC
299
L.M. Kohn & Company
Ohio
M1FG
300
Mach-1 Financial Group
Arkansas