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

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 26

2% more funds holding

Funds holding: 313320 (+7)

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 (-$35.1M)

Holders
320
Holders Change
+7
Holders Change %
+2.24%
% 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
38
Increased
131
Reduced
123
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PNC
26
Park National Corp
Ohio
$21.4M +$6.99M +157,900 +48%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$20M -$3.89M -87,973 -16%
TAM
28
TCP Asset Management
Ohio
$18.4M +$612K +13,833 +3%
PSCM
29
Per Stirling Capital Management
Texas
$18.3M +$2.92M +65,904 +19%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$17.7M +$16.5M +372,873 +1,094%
Jane Street
31
Jane Street
New York
$17.2M +$17M +384,053 +3,891%
AFA
32
Alpha Financial Advisors
North Carolina
$16.6M -$169K -3,816 -1%
DWMS
33
Dominguez Wealth Management Solutions
Virginia
$14.3M +$252K +5,694 +2%
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$10.9M -$2.15M -48,660 -16%
TCM
35
Triumph Capital Management
Colorado
$10.2M -$55.7K -1,259 -0.5%
First Trust Advisors
36
First Trust Advisors
Illinois
$10M +$1.2M +27,188 +13%
MML Investors Services
37
MML Investors Services
Massachusetts
$10M -$1.13M -25,545 -10%
LA
38
LexAurum Advisors
Kansas
$9.83M +$9.98M +225,414 New
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$9.73M +$448K +10,126 +5%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$9.55M +$2.04M +46,173 +27%
Mariner
41
Mariner
Kansas
$9.08M -$18.8M -425,276 -67%
MOS
42
MGO One Seven
Ohio
$9.01M +$1.06M +23,958 +13%
IA
43
IFP Advisors
Florida
$9.01M +$190K +4,303 +2%
BEI
44
Benjamin Edwards Inc
Missouri
$8.7M +$504K +11,379 +6%
TPWA
45
Twin Peaks Wealth Advisors
California
$8.27M +$381K +8,610 +5%
IWC
46
Integrated Wealth Concepts
Massachusetts
$8.25M +$6.53M +147,423 +352%
LWMNY
47
Landmark Wealth Management (New York)
New York
$8.19M +$1.61M +36,348 +24%
SA
48
Sanctuary Advisors
Indiana
$7.71M +$77.6K +1,754 +1%
RA
49
RFG Advisory
Alabama
$7.2M +$4.31M +97,257 +143%
KAS
50
Kestra Advisory Services
Texas
$6.65M -$586K -13,244 -8%