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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 39 funds opening new positions, 131 increasing their positions, 123 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 26

3% more funds holding

Funds holding: 312320 (+8)

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 (-$35M)

Holders
320
Holders Change
+8
Holders Change %
+2.56%
% 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
39
Increased
131
Reduced
123
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
326
Collaborative Wealth Management
Florida
-$609K -13,750 Closed
EGM
327
Engineers Gate Manager
New York
-$574K -12,951 Closed
DAS
328
Dynamic Advisor Solutions
Arizona
-$445K -10,030 Closed
Corient Private Wealth
329
Corient Private Wealth
Florida
-$429K -9,690 Closed
Millennium Management
330
Millennium Management
New York
-$352K -7,937 Closed
KFGK
331
Keystone Financial Group (Kentucky)
Kentucky
-$345K -7,793 Closed
CAPTRUST Financial Advisors
332
CAPTRUST Financial Advisors
North Carolina
-$297K -6,703 Closed
BCP
333
Blackhawk Capital Partners
Wisconsin
-$287K -6,486 Closed
MWM
334
Modern Wealth Management
Kansas
-$274K -6,191 Closed
IA
335
Integrity Alliance
Iowa
-$257K -5,789 Closed
WFAG
336
Worth Financial Advisory Group
North Carolina
-$254K -5,722 Closed
HH
337
Hilltop Holdings
Texas
-$241K -5,431 Closed
SB
338
Strategic Blueprint
Georgia
-$224K -5,052 Closed
PA
339
Pinnacle Associates
New York
-$217K -4,905 Closed
SP
340
Stablepoint Partners
Massachusetts
-$209K -4,715 Closed
DAS
341
Diversify Advisory Services
Utah
-$209K -4,713 Closed
BPFA
342
Barnes Pettey Financial Advisors
Mississippi
-$200K -4,521 Closed
FHC
343
First Horizon Corporation
Tennessee
-$179K -4,036 Closed
Qube Research & Technologies (QRT)
344
Qube Research & Technologies (QRT)
United Kingdom
-$170K -3,847 Closed
IIM
345
IFC & Insurance Marketing
California
-$143K -3,223 Closed
FHA
346
Flagship Harbor Advisors
Massachusetts
-$44.9K -1,012 Closed