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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
Baird Financial Group
26
Baird Financial Group
Wisconsin
$23.7M +$401K +9,014 +2%
PFS
27
Prospera Financial Services
Texas
$23.4M -$233K -5,236 -1%
AI
28
Atria Investments
North Carolina
$22.7M +$754K +16,923 +3%
TAM
29
TCP Asset Management
Ohio
$18.1M +$1.66M +37,179 +10%
LWP
30
LeClair Wealth Partners
Ohio
$17.7M -$5.66M -127,065 -24%
AFA
31
Alpha Financial Advisors
North Carolina
$17.1M +$1.4M +31,524 +9%
PSCM
32
Per Stirling Capital Management
Texas
$15.7M +$486K +10,920 +3%
PNC
33
Park National Corp
Ohio
$14.7M +$7.72M +173,336 +109%
DWMS
34
Dominguez Wealth Management Solutions
Virginia
$14.2M +$54.3K +1,219 +0.4%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$13.3M +$9.52M +213,683 +250%
MML Investors Services
36
MML Investors Services
Massachusetts
$11.3M +$686K +15,394 +6%
TCM
37
Triumph Capital Management
Colorado
$10.4M +$266K +5,982 +3%
LFG
38
Larson Financial Group
Missouri
$10M +$1.22M +27,387 +14%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$9.45M +$673K +15,116 +8%
OWM
40
Opes Wealth Management
California
$9.31M +$273K +6,141 +3%
First Trust Advisors
41
First Trust Advisors
Illinois
$9.01M +$2.08M +46,718 +30%
IA
42
IFP Advisors
Florida
$8.97M -$277K -6,226 -3%
BEI
43
Benjamin Edwards Inc
Missouri
$8.34M +$1.86M +41,841 +29%
AWM
44
Axxcess Wealth Management
California
$8.23M +$2.71M +60,907 +49%
MOS
45
MGO One Seven
Ohio
$8.1M +$6.05M +135,887 +290%
TPWA
46
Twin Peaks Wealth Advisors
California
$8.04M -$624K -14,018 -7%
SA
47
Sanctuary Advisors
Indiana
$7.76M -$184K -4,124 -2%
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$7.66M +$242K +5,436 +3%
KAS
49
Kestra Advisory Services
Texas
$7.35M +$101K +2,269 +1%
LWMNY
50
Landmark Wealth Management (New York)
New York
$6.72M +$382K +8,589 +6%