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First Trust Smith Opportunistic Fixed Income ETF

312 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 36 funds opening new positions, 126 increasing their positions, 121 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 17

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

5% more funds holding

Funds holding: 297312 (+15)

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
312
Holders Change
+15
Holders Change %
+5.05%
% of All Funds
3.8%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.11%
New
36
Increased
126
Reduced
121
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BAWM
51
Bennett Associates Wealth Management
Pennsylvania
$6.22M +$141K +3,166 +2%
EFL
52
ERn Financial LLC
Wisconsin
$6.03M +$260K +5,841 +4%
CF
53
Centaurus Financial
California
$5.89M +$93.2K +2,093 +2%
PVI
54
Pine Valley Investments
New Jersey
$5.83M -$378K -8,482 -6%
CA
55
CoreCap Advisors
Michigan
$5.79M +$448K +10,052 +8%
Citadel Advisors
56
Citadel Advisors
Florida
$5.41M -$6.89M -154,688 -56%
SWP
57
Stratos Wealth Partners
Ohio
$5.36M +$199K +4,474 +4%
PAG
58
Private Advisor Group
New Jersey
$5.25M -$15K -337 -0.3%
CAS
59
Coppell Advisory Solutions
Texas
$5.1M +$17.6K +396 +0.3%
SOS
60
Silver Oak Securities
Tennessee
$5.04M -$503K -11,290 -9%
KWM
61
Kingsview Wealth Management
Oregon
$4.94M +$75.7K +1,699 +2%
EH
62
Equitable Holdings
New York
$4.9M +$373K +8,376 +8%
CFG
63
Capital Financial Group
Colorado
$4.86M +$4.88M +109,584 New
IF
64
Intrua Financial
Texas
$4.84M +$2.86M +64,233 +143%
FFA
65
Farther Finance Advisors
California
$4.72M +$2.21M +49,623 +87%
SP
66
Sequent Planning
Nebraska
$4.71M -$98.5K -2,211 -2%
CWM
67
Cornerstone Wealth Management
Missouri
$4.69M -$274K -6,150 -5%
AssetMark Inc
68
AssetMark Inc
California
$4.56M +$73.7K +1,656 +2%
KWS
69
Keystone Wealth Services
California
$4.55M +$93.6K +2,101 +2%
CP
70
Capital Planning
Washington
$4.48M +$45.7K +1,026 +1%
CW
71
CreativeOne Wealth
Kansas
$4.32M -$89.1K -2,001 -2%
FCM
72
Family Capital Management
Michigan
$4.27M +$449K +10,091 +12%
RPGK
73
Retirement Planning Group (Kansas)
Kansas
$4.26M +$504K +11,316 +13%
FPWM
74
FSB Premier Wealth Management
Iowa
$4.23M -$49.3K -1,108 -1%
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$4.11M +$588K +13,212 +17%