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First Trust Smith Opportunistic Fixed Income ETF

297 hedge funds and large institutions have $2.6B invested in First Trust Smith Opportunistic Fixed Income ETF in 2025 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 120 increasing their positions, 129 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.68% more ownership

Funds ownership: 74.96%77.64% (+2.7%)

1% more capital invested

Capital invested by funds: $2.56B → $2.6B (+$36.6M)

7% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 129

5% less funds holding

Funds holding: 312297 (-15)

25% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 32

33% less funds holding in top 10

Funds holding in top 10: 128 (-4)

Holders
297
Holders Change
-15
Holders Change %
-4.81%
% of All Funds
3.9%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
24
Increased
120
Reduced
129
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
26
GDS Wealth Management
Texas
$23.1M +$2.59M +58,775 +13%
AI
27
Atria Investments
North Carolina
$22M -$1.8M -40,910 -8%
NA
28
NewEdge Advisors
Louisiana
$21.9M +$564K +12,827 +3%
Mariner
29
Mariner
Kansas
$18.9M +$1.17M +26,678 +7%
TAM
30
TCP Asset Management
Ohio
$16.5M +$739K +16,787 +5%
AFA
31
Alpha Financial Advisors
North Carolina
$15.7M +$570K +12,955 +4%
PSCM
32
Per Stirling Capital Management
Texas
$15.2M +$964K +21,905 +7%
DWMS
33
Dominguez Wealth Management Solutions
Virginia
$14.2M +$160K +3,647 +1%
Citadel Advisors
34
Citadel Advisors
Florida
$12.3M -$1.33M -30,282 -10%
MML Investors Services
35
MML Investors Services
Massachusetts
$10.7M +$589K +13,395 +6%
LA
36
LexAurum Advisors
Kansas
$10.5M +$914K +20,766 +10%
TCM
37
Triumph Capital Management
Colorado
$10.2M -$547K -12,428 -5%
IA
38
IFP Advisors
Florida
$9.26M -$257K -5,831 -3%
OWM
39
Opes Wealth Management
California
$9.06M -$258K -5,865 -3%
LFG
40
Larson Financial Group
Missouri
$8.85M -$4.34M -98,755 -33%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$8.8M -$268K -6,082 -3%
TPWA
42
Twin Peaks Wealth Advisors
California
$8.67M +$2.02K +46 +0%
SA
43
Sanctuary Advisors
Indiana
$7.96M +$230K +5,232 +3%
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$7.44M +$115K +2,613 +2%
KAS
45
Kestra Advisory Services
Texas
$7.27M -$2.46M -55,810 -25%
Jane Street
46
Jane Street
New York
$7.18M -$44.8K -1,019 -0.6%
PNC
47
Park National Corp
Ohio
$7.05M -$206K -4,676 -3%
First Trust Advisors
48
First Trust Advisors
Illinois
$6.95M +$928K +21,085 +16%
DAS
49
Dynamic Advisor Solutions
Arizona
$6.76M -$35.1K -797 -0.5%
BEI
50
Benjamin Edwards Inc
Missouri
$6.5M +$1.09M +24,879 +20%