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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
HAS
76
HBW Advisory Services
California
$3.94M -$123K -2,801 -3%
FCM
77
Family Capital Management
Michigan
$3.84M -$63K -1,433 -2%
ATPW
78
Ashton Thomas Private Wealth
Arizona
$3.81M -$225K -5,125 -6%
Rockefeller Capital Management
79
Rockefeller Capital Management
New York
$3.8M -$2.51M -57,019 -40%
CIA
80
Concurrent Investment Advisors
Florida
$3.79M +$951K +21,610 +34%
RPGK
81
Retirement Planning Group (Kansas)
Kansas
$3.77M +$1.28M +29,020 +52%
HI
82
Harbour Investments
Wisconsin
$3.7M -$7.45M -169,370 -67%
CG
83
CFO4Life Group
Texas
$3.56M -$92.3K -2,098 -3%
BWM
84
BCGM Wealth Management
Indiana
$3.54M +$181K +4,112 +5%
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$3.53M +$71.5K +1,626 +2%
NFG
86
Nations Financial Group
Iowa
$3.51M -$505K -11,487 -13%
FA
87
Fagan Associates
New York
$3.48M -$91.3K -2,075 -3%
BCP
88
Blackhawk Capital Partners
Wisconsin
$3.4M +$181K +4,105 +6%
DWM
89
Darwin Wealth Management
Florida
$3.38M -$44.2K -1,005 -1%
WIA
90
World Investment Advisors
California
$3.35M +$68.1K +1,548 +2%
HIS
91
Harvest Investment Services
Illinois
$3.29M +$20.4K +463 +0.6%
SCA
92
Snowden Capital Advisors
New York
$3.2M -$205K -4,671 -6%
Bank of New York Mellon
93
Bank of New York Mellon
New York
$3.09M +$248K +5,628 +9%
Betterment LLC
94
Betterment LLC
New York
$3.02M -$288K -6,544 -9%
RA
95
RFG Advisory
Alabama
$2.94M +$425K +9,655 +17%
CFS
96
Cannon Financial Strategists
Georgia
$2.86M +$99K +2,251 +4%
OC
97
Oppenheimer & Co
New York
$2.85M -$55.4K -1,260 -2%
WIM
98
Westside Investment Management
California
$2.78M -$176K -4,000 -6%
IFG
99
Independent Financial Group
California
$2.71M -$307K -6,979 -10%
MYIA
100
Mount Yale Investment Advisors
Colorado
$2.69M +$2.66M +60,483 New