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First Trust Smith Opportunistic Fixed Income ETF

307 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, 118 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
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
Baird Financial Group
26
Baird Financial Group
Wisconsin
$23.7M
PFS
27
Prospera Financial Services
Texas
$23.4M
AI
28
Atria Investments
North Carolina
$22.7M
TAM
29
TCP Asset Management
Ohio
$18.1M
LWP
30
LeClair Wealth Partners
Ohio
$17.7M
AFA
31
Alpha Financial Advisors
North Carolina
$17.1M
PSCM
32
Per Stirling Capital Management
Texas
$15.7M
PNC
33
Park National Corp
Ohio
$14.7M
DWMS
34
Dominguez Wealth Management Solutions
Virginia
$14.2M
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$13.2M
MML Investors Services
36
MML Investors Services
Massachusetts
$11.3M
TCM
37
Triumph Capital Management
Colorado
$10.4M
LFG
38
Larson Financial Group
Missouri
$10M
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$9.45M
OWM
40
Opes Wealth Management
California
$9.31M
First Trust Advisors
41
First Trust Advisors
Illinois
$9.01M
IA
42
IFP Advisors
Florida
$8.97M
BEI
43
Benjamin Edwards Inc
Missouri
$8.34M
AWM
44
Axxcess Wealth Management
California
$8.23M
MOS
45
MGO One Seven
Ohio
$8.1M
TPWA
46
Twin Peaks Wealth Advisors
California
$8.04M
SA
47
Sanctuary Advisors
Indiana
$7.76M
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$7.66M
KAS
49
Kestra Advisory Services
Texas
$7.35M
LWMNY
50
Landmark Wealth Management (New York)
New York
$6.72M