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First Trust Smith Opportunistic Fixed Income ETF

295 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, 127 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

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
295
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWMNY
51
Landmark Wealth Management (New York)
New York
$6.35M
PVI
52
Pine Valley Investments
New Jersey
$6.22M
BAWM
53
Bennett Associates Wealth Management
Pennsylvania
$6.09M
CF
54
Centaurus Financial
California
$5.81M
EFL
55
ERn Financial LLC
Wisconsin
$5.79M
AWM
56
Axxcess Wealth Management
California
$5.54M
SOS
57
Silver Oak Securities
Tennessee
$5.54M
CA
58
CoreCap Advisors
Michigan
$5.35M
PAG
59
Private Advisor Group
New Jersey
$5.27M
SWP
60
Stratos Wealth Partners
Ohio
$5.17M
CAS
61
Coppell Advisory Solutions
Texas
$5.09M
CWM
62
Cornerstone Wealth Management
Missouri
$4.97M
KWM
63
Kingsview Wealth Management
Oregon
$4.88M
SP
64
Sequent Planning
Nebraska
$4.82M
SWGC
65
Summit Wealth Group (Colorado)
Colorado
$4.76M
HFS
66
Howard Financial Services
Texas
$4.65M
EH
67
Equitable Holdings
New York
$4.54M
AssetMark Inc
68
AssetMark Inc
California
$4.49M
KWS
69
Keystone Wealth Services
California
$4.47M
CP
70
Capital Planning
Washington
$4.45M
CW
71
CreativeOne Wealth
Kansas
$4.42M
UWM
72
USAdvisors Wealth Management
Minnesota
$4.3M
FPWM
73
FSB Premier Wealth Management
Iowa
$4.29M
MA
74
Mutual Advisors
Nebraska
$4.17M
SEIA
75
Signature Estate & Investment Advisors
California
$4.07M