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First Trust Smith Opportunistic Fixed Income ETF

309 hedge funds and large institutions have $2.7B invested in First Trust Smith Opportunistic Fixed Income ETF in 2025 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 125 increasing their positions, 120 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$35.9M
2 +$27.3M
3 +$26.6M
4
Ameriprise
Ameriprise
Minnesota
+$23.1M
5
Bank of America
Bank of America
North Carolina
+$13M

Top Sellers

1 -$61.9M
2 -$17.3M
3 -$6.89M
4
Jane Street
Jane Street
New York
-$6.76M
5
DAS
Dynamic Advisor Solutions
Arizona
-$6.33M
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
301
Transamerica Financial Advisors
Florida
$2.21K
LAS
302
Lloyd Advisory Services
Georgia
$1.74K
BWM
303
Bernard Wealth Management
Michigan
$1.44K
ECA
304
Elevated Capital Advisors
Utah
$1.06K
HI
305
Horizon Investments
North Carolina
$1.01K
SAS
306
Spurstone Advisory Services
Connecticut
$532
AIC
307
Archer Investment Corporation
Indiana
$94
Fidelity Investments
308
Fidelity Investments
Massachusetts
$89
WWM
309
Wolff Wiese Magana
California
$45
PAS
310
Park Avenue Securities
New York
Renaissance Technologies
311
Renaissance Technologies
New York
BI
312
Bramshill Investments
Florida
CWA
313
Crux Wealth Advisors
California
MAM
314
Milestone Asset Management
Pennsylvania
WFA
315
WMG Financial Advisors
Tennessee
SAM
316
Smithbridge Asset Management
Pennsylvania
SWGC
317
Summit Wealth Group (Colorado)
Colorado
NG
318
Novem Group
New York
SWP
319
ShoreHaven Wealth Partners
New Jersey
AWA
320
Arkadios Wealth Advisors
Georgia
MI
321
Moneywise Inc
Virginia
Jones Financial Companies
322
Jones Financial Companies
Missouri
WANY
323
Wealthspire Advisors (New York)
New York
RCM
324
Richardson Capital Management
Wisconsin
EPW
325
Evergreen Private Wealth
Colorado