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First Trust Smith Opportunistic Fixed Income ETF

320 hedge funds and large institutions have $2.67B invested in First Trust Smith Opportunistic Fixed Income ETF in 2026 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 131 increasing their positions, 123 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 26

2% more funds holding

Funds holding: 313320 (+7)

7% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 123

0.1% more ownership

Funds ownership: 78.47%78.57% (+0.1%)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

1% less capital invested

Capital invested by funds: $2.71B → $2.67B (-$35.1M)

Holders
320
Holders Change
+7
Holders Change %
+2.24%
% of All Funds
3.94%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
38
Increased
131
Reduced
123
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWA
276
Merkkuri Wealth Advisors
New York
$35.1K +$35.6K +804 New
GWANC
277
Guardian Wealth Advisors (North Carolina)
North Carolina
$31.2K +$31.7K +716 New
ACA
278
Aptus Capital Advisors
Alabama
$31.2K -$66.6K -1,504 -68%
IF
279
Integrity Financial
Wyoming
$29.5K -$27.5K -621 -48%
Q1WB
280
Quest 10 Wealth Builders
Virginia
$26.5K -$1.86K -42 -6%
SEP
281
Signature Equity Partners
Ohio
$22K -$2.48K -56 -10%
RF
282
Robinswood Financial
Washington
$21.6K
TLA
283
Tanglewood Legacy Advisors
Texas
$20.9K
WTC
284
WhitTier Trust Company
Nevada
$19.4K +$19.7K +444 New
WWM
285
Wolff Wiese Magana
California
$18.5K +$18.8K +424 +42,400%
AF
286
Advisornet Financial
Minnesota
$18.3K
GSEP
287
Golden State Equity Partners
California
$18.2K +$18.5K +418 New
MIM
288
Marshall Investment Management
Colorado
$17.4K +$17.7K +399 New
SAM
289
Smartleaf Asset Management
Massachusetts
$13.6K +$11.1K +251 +405%
NA
290
Networth Advisors
Pennsylvania
$13.5K +$13.7K +309 New
PNC Financial Services Group
291
PNC Financial Services Group
Pennsylvania
$12.4K
T
292
Tidemark
California
$10.4K
HBW
293
Hazlett, Burt & Watson
West Virginia
$10K
TSMHT
294
Thurston Springer Miller Herd & Titak
Indiana
$9.81K
IA
295
IFG Advisory
Georgia
$8.72K -$1.59M -35,827 -99%
ANBT
296
American National Bank & Trust
Texas
$8.63K
FFA
297
Founders Financial Alliance
North Carolina
$8.11K
SWM
298
SHP Wealth Management
Massachusetts
$7.28K
GEA
299
Glen Eagle Advisors
New Jersey
$6.72K +$89 +2 +1%
RFP
300
Root Financial Partners
California
$6.32K