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First Trust Smith Opportunistic Fixed Income ETF

318 hedge funds and large institutions have $2.64B invested in First Trust Smith Opportunistic Fixed Income ETF in 2026 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 129 increasing their positions, 124 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
318
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
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
CA
51
CoreCap Advisors
Michigan
$6.01M
EFL
52
ERn Financial LLC
Wisconsin
$5.94M
LFG
53
Larson Financial Group
Missouri
$5.35M
SWP
54
Stratos Wealth Partners
Ohio
$5.35M
EH
55
Equitable Holdings
New York
$5.15M
BAWM
56
Bennett Associates Wealth Management
Pennsylvania
$5.08M
PAG
57
Private Advisor Group
New Jersey
$4.98M
CFG
58
Capital Financial Group
Colorado
$4.89M
DWM
59
Darwin Wealth Management
Florida
$4.88M
AssetMark Inc
60
AssetMark Inc
California
$4.71M
RPGK
61
Retirement Planning Group (Kansas)
Kansas
$4.67M
FCM
62
Family Capital Management
Michigan
$4.63M
SP
63
Sequent Planning
Nebraska
$4.53M
KWS
64
Keystone Wealth Services
California
$4.5M
ATPW
65
Ashton Thomas Private Wealth
Arizona
$4.45M
CP
66
Capital Planning
Washington
$4.41M
CW
67
CreativeOne Wealth
Kansas
$4.16M
MA
68
Mutual Advisors
Nebraska
$4.14M
KWM
69
Kingsview Wealth Management
Oregon
$4.07M
FPWM
70
FSB Premier Wealth Management
Iowa
$4.01M
BWM
71
BCGM Wealth Management
Indiana
$3.84M
WIA
72
World Investment Advisors
California
$3.7M
HAS
73
HBW Advisory Services
California
$3.68M
HI
74
Harbour Investments
Wisconsin
$3.68M
WIM
75
Westside Investment Management
California
$3.66M