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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
HAS
76
HBW Advisory Services
California
$3.94M
FCM
77
Family Capital Management
Michigan
$3.84M
ATPW
78
Ashton Thomas Private Wealth
Arizona
$3.81M
Rockefeller Capital Management
79
Rockefeller Capital Management
New York
$3.8M
CIA
80
Concurrent Investment Advisors
Florida
$3.79M
RPGK
81
Retirement Planning Group (Kansas)
Kansas
$3.77M
HI
82
Harbour Investments
Wisconsin
$3.7M
CG
83
CFO4Life Group
Texas
$3.56M
BWM
84
BCGM Wealth Management
Indiana
$3.54M
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$3.53M
NFG
86
Nations Financial Group
Iowa
$3.51M
FA
87
Fagan Associates
New York
$3.48M
BCP
88
Blackhawk Capital Partners
Wisconsin
$3.4M
DWM
89
Darwin Wealth Management
Florida
$3.38M
WIA
90
World Investment Advisors
California
$3.35M
HIS
91
Harvest Investment Services
Illinois
$3.29M
SCA
92
Snowden Capital Advisors
New York
$3.2M
Bank of New York Mellon
93
Bank of New York Mellon
New York
$3.09M
Betterment LLC
94
Betterment LLC
New York
$3.02M
RA
95
RFG Advisory
Alabama
$2.94M
CFS
96
Cannon Financial Strategists
Georgia
$2.86M
OC
97
Oppenheimer & Co
New York
$2.85M
WIM
98
Westside Investment Management
California
$2.78M
MYIA
99
Mount Yale Investment Advisors
Colorado
$2.69M
CWP
100
Core Wealth Partners
California
$2.53M