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First Trust Smith Opportunistic Fixed Income ETF

286 hedge funds and large institutions have $2.57B 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, 123 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
286
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
Comerica Bank
101
Comerica Bank
Texas
$2.44M
CAG
102
Csenge Advisory Group
Florida
$2.43M
BCI
103
Brinker Capital Investments
Pennsylvania
$2.42M
AFA
104
American Financial Advisors
Georgia
$2.42M
SPIA
105
Steward Partners Investment Advisory
New York
$2.37M
IWA
106
Inspirion Wealth Advisors
Illinois
$2.36M
IWM
107
Iams Wealth Management
Nebraska
$2.34M
RFN
108
RDA Financial Network
Iowa
$2.32M
IWC
109
Integrated Wealth Concepts
Massachusetts
$2.24M
AWM
110
AE Wealth Management
Kansas
$2.22M
FFG
111
First Financial Group
North Carolina
$2.12M
DADC
112
D.A. Davidson & Co
Montana
$2.1M
MOS
113
MGO One Seven
Ohio
$2.08M
IF
114
Intrua Financial
Texas
$2M
USCWA
115
U.S. Capital Wealth Advisors
Texas
$1.94M
CAP
116
Columbia Advisory Partners
Washington
$1.88M
DA
117
Drake & Associates
Wisconsin
$1.86M
MW
118
Maia Wealth
Colorado
$1.77M
PA
119
PFG Advisors
Arizona
$1.76M
IA
120
IFG Advisory
Georgia
$1.74M
NC
121
NewSquare Capital
Pennsylvania
$1.71M
WWM
122
Western Wealth Management
Colorado
$1.7M
Wealth Enhancement Advisory Services
123
Wealth Enhancement Advisory Services
Minnesota
$1.66M
AAS
124
Ameritas Advisory Services
Nebraska
$1.62M
HWA
125
HCR Wealth Advisors
California
$1.61M