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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
HFS
301
Hantz Financial Services
Michigan
$5K
HNB
302
Hilltop National Bank
Wyoming
$4.25K
SAM
303
Smartleaf Asset Management
Massachusetts
$2.75K -$3.43K -77 -55%
TFA
304
Transamerica Financial Advisors
Florida
$2.21K
LAS
305
Lloyd Advisory Services
Georgia
$1.74K +$1.74K +39 New
BWM
306
Bernard Wealth Management
Michigan
$1.44K
ECA
307
Elevated Capital Advisors
Utah
$1.06K +$1.07K +24 New
HI
308
Horizon Investments
North Carolina
$1.01K
SWP
309
Strategic Wealth Partners
Ohio
$576
SAS
310
Spurstone Advisory Services
Connecticut
$532
AIC
311
Archer Investment Corporation
Indiana
$94 -$89 -2 -50%
Fidelity Investments
312
Fidelity Investments
Massachusetts
$89
WWM
313
Wolff Wiese Magana
California
$45
PAS
314
Park Avenue Securities
New York
-$1.37M -30,884 Closed
Renaissance Technologies
315
Renaissance Technologies
New York
-$1.03M -23,200 Closed
BI
316
Bramshill Investments
Florida
-$800K -18,000 Closed
CWA
317
Crux Wealth Advisors
California
-$694K -15,629 Closed
MAM
318
Milestone Asset Management
Pennsylvania
-$656K -14,769 Closed
WFA
319
WMG Financial Advisors
Tennessee
-$570K -12,843 Closed
SAM
320
Smithbridge Asset Management
Pennsylvania
-$439K -9,885 Closed
SWGC
321
Summit Wealth Group (Colorado)
Colorado
-$4.76M -9,737 Closed
NG
322
Novem Group
New York
-$425K -9,557 Closed
SWP
323
ShoreHaven Wealth Partners
New Jersey
-$312K -7,013 Closed
AWA
324
Arkadios Wealth Advisors
Georgia
-$269K -6,066 Closed
MI
325
Moneywise Inc
Virginia
-$203K -4,578 Closed