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First Trust Smith Opportunistic Fixed Income ETF

291 hedge funds and large institutions have $2.58B invested in First Trust Smith Opportunistic Fixed Income ETF in 2025 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 116 increasing their positions, 128 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:

28% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 32

33% less funds holding in top 10

Funds holding in top 10: 128 (-4)

Holders
291
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
BAWM
51
Bennett Associates Wealth Management
Pennsylvania
$6.09M
CF
52
Centaurus Financial
California
$5.81M
EFL
53
ERn Financial LLC
Wisconsin
$5.79M
SA
54
Sanctuary Advisors
Indiana
$5.71M
AWM
55
Axxcess Wealth Management
California
$5.54M
SOS
56
Silver Oak Securities
Tennessee
$5.54M
CA
57
CoreCap Advisors
Michigan
$5.35M
PAG
58
Private Advisor Group
New Jersey
$5.27M
SWP
59
Stratos Wealth Partners
Ohio
$5.17M
CAS
60
Coppell Advisory Solutions
Texas
$5.09M
CWM
61
Cornerstone Wealth Management
Missouri
$4.97M
KWM
62
Kingsview Wealth Management
Oregon
$4.88M
SP
63
Sequent Planning
Nebraska
$4.82M
HFS
64
Howard Financial Services
Texas
$4.65M
EH
65
Equitable Holdings
New York
$4.54M
AssetMark Inc
66
AssetMark Inc
California
$4.49M
KWS
67
Keystone Wealth Services
California
$4.47M
CP
68
Capital Planning
Washington
$4.45M
CW
69
CreativeOne Wealth
Kansas
$4.42M
UWM
70
USAdvisors Wealth Management
Minnesota
$4.3M
FPWM
71
FSB Premier Wealth Management
Iowa
$4.29M
MA
72
Mutual Advisors
Nebraska
$4.17M
SEIA
73
Signature Estate & Investment Advisors
California
$4.07M
HAS
74
HBW Advisory Services
California
$3.94M
FCM
75
Family Capital Management
Michigan
$3.84M