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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
ATPW
76
Ashton Thomas Private Wealth
Arizona
$3.81M
Rockefeller Capital Management
77
Rockefeller Capital Management
New York
$3.8M
CIA
78
Concurrent Investment Advisors
Florida
$3.79M
RPGK
79
Retirement Planning Group (Kansas)
Kansas
$3.77M
HI
80
Harbour Investments
Wisconsin
$3.7M
CG
81
CFO4Life Group
Texas
$3.56M
BWM
82
BCGM Wealth Management
Indiana
$3.54M
Carson Wealth (CWM LLC)
83
Carson Wealth (CWM LLC)
Nebraska
$3.53M
NFG
84
Nations Financial Group
Iowa
$3.51M
FA
85
Fagan Associates
New York
$3.48M
BCP
86
Blackhawk Capital Partners
Wisconsin
$3.4M
DWM
87
Darwin Wealth Management
Florida
$3.38M
WIA
88
World Investment Advisors
California
$3.35M
HIS
89
Harvest Investment Services
Illinois
$3.29M
SCA
90
Snowden Capital Advisors
New York
$3.2M
Bank of New York Mellon
91
Bank of New York Mellon
New York
$3.09M
Betterment LLC
92
Betterment LLC
New York
$3.02M
RA
93
RFG Advisory
Alabama
$2.94M
CFS
94
Cannon Financial Strategists
Georgia
$2.86M
OC
95
Oppenheimer & Co
New York
$2.85M
WIM
96
Westside Investment Management
California
$2.78M
MYIA
97
Mount Yale Investment Advisors
Colorado
$2.69M
CWP
98
Core Wealth Partners
California
$2.53M
FFA
99
Farther Finance Advisors
California
$2.53M
WIP
100
WealthCare Investment Partners
Rhode Island
$2.5M