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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
LWMNY
51
Landmark Wealth Management (New York)
New York
$6.35M +$271K +6,149 +4%
PVI
52
Pine Valley Investments
New Jersey
$6.22M +$40.6K +923 +0.7%
BAWM
53
Bennett Associates Wealth Management
Pennsylvania
$6.09M +$800K +18,191 +15%
CF
54
Centaurus Financial
California
$5.81M -$64.5K -1,466 -1%
EFL
55
ERn Financial LLC
Wisconsin
$5.79M +$416K +9,446 +8%
AWM
56
Axxcess Wealth Management
California
$5.54M -$74.7K -1,699 -1%
SOS
57
Silver Oak Securities
Tennessee
$5.54M +$79K +1,795 +1%
CA
58
CoreCap Advisors
Michigan
$5.35M +$4.69M +106,553 +764%
PAG
59
Private Advisor Group
New Jersey
$5.27M +$99.3K +2,256 +2%
SWP
60
Stratos Wealth Partners
Ohio
$5.17M -$377K -8,573 -7%
CAS
61
Coppell Advisory Solutions
Texas
$5.09M -$249K -5,664 -5%
CWM
62
Cornerstone Wealth Management
Missouri
$4.97M -$180K -4,083 -4%
KWM
63
Kingsview Wealth Management
Oregon
$4.88M +$338K +7,688 +8%
SP
64
Sequent Planning
Nebraska
$4.82M +$85.7K +1,948 +2%
SWGC
65
Summit Wealth Group (Colorado)
Colorado
$4.76M +$428K +9,737 New
HFS
66
Howard Financial Services
Texas
$4.65M -$1.07M -24,407 -19%
EH
67
Equitable Holdings
New York
$4.54M +$872K +19,820 +24%
AssetMark Inc
68
AssetMark Inc
California
$4.49M +$411K +9,347 +10%
KWS
69
Keystone Wealth Services
California
$4.47M +$802K +18,226 +22%
CP
70
Capital Planning
Washington
$4.45M +$319K +7,256 +8%
CW
71
CreativeOne Wealth
Kansas
$4.42M +$1.42M +32,246 +48%
UWM
72
USAdvisors Wealth Management
Minnesota
$4.3M -$253K -5,748 -6%
FPWM
73
FSB Premier Wealth Management
Iowa
$4.29M -$828K -18,820 -16%
MA
74
Mutual Advisors
Nebraska
$4.17M +$450K +10,229 +12%
SEIA
75
Signature Estate & Investment Advisors
California
$4.07M -$241K -5,485 -6%