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First Trust Smith Opportunistic Fixed Income ETF

313 hedge funds and large institutions have $2.71B invested in First Trust Smith Opportunistic Fixed Income ETF in 2025 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 126 increasing their positions, 121 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 17

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

5% more funds holding

Funds holding: 297313 (+16)

4% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 121

4% more capital invested

Capital invested by funds: $2.6B → $2.71B (+$106M)

0.83% more ownership

Funds ownership: 77.64%78.47% (+0.83%)

Holders
313
Holders Change
+16
Holders Change %
+5.39%
% of All Funds
3.81%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.11%
New
37
Increased
126
Reduced
121
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
276
Raleigh Capital Management
North Carolina
$72.3K -$2.76K -62 -4%
IF
277
Integrity Financial
Wyoming
$57.5K -$267 -6 -0.5%
MCM
278
MAI Capital Management
Ohio
$52.7K
FHA
279
Flagship Harbor Advisors
Massachusetts
$44.9K +$45.1K +1,012 New
RWPA
280
Richard W. Paul & Associates
Michigan
$44.5K
WWMSC
281
Wagner Wealth Management (South Carolina)
South Carolina
$39K -$178 -4 -0.5%
GWSG
282
GPS Wealth Strategies Group
Colorado
$31K -$11.1K -250 -26%
Q1WB
283
Quest 10 Wealth Builders
Virginia
$28.8K +$891 +20 +3%
CFB
284
Cullen/Frost Bankers
Texas
$27.1K +$8.99K +202 +50%
SEP
285
Signature Equity Partners
Ohio
$24.8K +$24.9K +560 New
RF
286
Robinswood Financial
Washington
$21.9K +$22K +495 New
TLA
287
Tanglewood Legacy Advisors
Texas
$21.3K
AF
288
Advisornet Financial
Minnesota
$18.6K
PNC Financial Services Group
289
PNC Financial Services Group
Pennsylvania
$12.6K -$45 -1 -0.4%
T
290
Tidemark
California
$10.6K -$579 -13 -5%
HBW
291
Hazlett, Burt & Watson
West Virginia
$10K
TSMHT
292
Thurston Springer Miller Herd & Titak
Indiana
$9.97K
ANBT
293
American National Bank & Trust
Texas
$8.78K
FFA
294
Founders Financial Alliance
North Carolina
$8.24K -$21.1K -474 -72%
SWM
295
SHP Wealth Management
Massachusetts
$7.4K +$7.44K +167 New
GEA
296
Glen Eagle Advisors
New Jersey
$6.76K +$45 +1 +0.7%
RFP
297
Root Financial Partners
California
$6.43K -$2K -45 -24%
IWM
298
IMG Wealth Management
Florida
$6.35K
AG
299
AmeriFlex Group
Nevada
$5.89K -$5.92K -133 -50%
DFA
300
DHJJ Financial Advisors
Illinois
$5.63K