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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
AG
301
AmeriFlex Group
Nevada
$6.32K +$531 +12 +9%
IWM
302
IMG Wealth Management
Florida
$6.24K
MAS
303
MPWM Advisory Solutions
Georgia
$6.19K +$6.29K +142 New
DFA
304
DHJJ Financial Advisors
Illinois
$5.54K
HFS
305
Hantz Financial Services
Michigan
$5K -$443 -10 -9%
KCM
306
Key Capital Management
Tennessee
$4.49K +$4.56K +103 New
TFA
307
Transamerica Financial Advisors
Florida
$3.54K +$1.37K +31 +62%
DF
308
Dunhill Financial
United Kingdom
$2.05K +$2.08K +47 New
HI
309
Horizon Investments
North Carolina
$1.91K +$930 +21 +91%
BWM
310
Bernard Wealth Management
Michigan
$1.42K
HNB
311
Hilltop National Bank
Wyoming
$1.05K -$3.19K -72 -75%
ECA
312
Elevated Capital Advisors
Utah
$1.05K
SFG
313
Strive Financial Group
Indiana
$1K +$797 +18 New
TWM
314
TopTier Wealth Management
Wisconsin
$828 +$841 +19 New
QAM
315
Q3 Asset Management
Michigan
$777 +$790K +17,840 New
SWP
316
Strategic Wealth Partners
Ohio
$567
SAS
317
Spurstone Advisory Services
Connecticut
$523
OSAM
318
O'Shaughnessy Asset Management
Connecticut
$174 +$177 +4 New
Fidelity Investments
319
Fidelity Investments
Massachusetts
$87
AIC
320
Archer Investment Corporation
Indiana
$29 -$44 -1 -50%
LWP
321
LeClair Wealth Partners
Ohio
-$17.7M -398,454 Closed
OWM
322
Opes Wealth Management
California
-$9.31M -210,085 Closed
AWM
323
Axxcess Wealth Management
California
-$8.23M -185,609 Closed
CAS
324
Coppell Advisory Solutions
Texas
-$5.1M -114,874 Closed
SG
325
StoneX Group
New York
-$3.01M -67,950 Closed