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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
CWP
101
Core Wealth Partners
California
$2.53M +$225K +5,104 +10%
FFA
102
Farther Finance Advisors
California
$2.53M -$204K -4,647 -8%
WIP
103
WealthCare Investment Partners
Rhode Island
$2.5M +$194K +4,414 +9%
LSIA
104
LaSalle St. Investment Advisors
Illinois
$2.5M -$10.4K -236 -0.4%
GVCM
105
Global View Capital Management
Wisconsin
$2.48M -$95.5K -2,171 -4%
Comerica Bank
106
Comerica Bank
Texas
$2.44M -$95.3K -2,167 -4%
CAG
107
Csenge Advisory Group
Florida
$2.43M +$19.2K +436 +0.8%
BCI
108
Brinker Capital Investments
Pennsylvania
$2.42M +$4.66K +106 +0.2%
AFA
109
American Financial Advisors
Georgia
$2.42M -$1.03M -23,455 -30%
SPIA
110
Steward Partners Investment Advisory
New York
$2.37M +$35.1K +798 +2%
IWA
111
Inspirion Wealth Advisors
Illinois
$2.36M +$360K +8,175 +19%
IWM
112
Iams Wealth Management
Nebraska
$2.34M +$433K +9,847 +23%
RFN
113
RDA Financial Network
Iowa
$2.32M +$15.2K +346 +0.7%
IWC
114
Integrated Wealth Concepts
Massachusetts
$2.24M +$316K +7,173 +17%
AWM
115
AE Wealth Management
Kansas
$2.22M -$12.8K -291 -0.6%
FFG
116
First Financial Group
North Carolina
$2.12M -$477K -10,840 -19%
DADC
117
D.A. Davidson & Co
Montana
$2.1M -$17.9K -406 -0.9%
MOS
118
MGO One Seven
Ohio
$2.08M +$29.5K +671 +1%
IF
119
Intrua Financial
Texas
$2M -$28.1K -639 -1%
USCWA
120
U.S. Capital Wealth Advisors
Texas
$1.94M -$13.5K -307 -0.7%
CAP
121
Columbia Advisory Partners
Washington
$1.88M +$390K +8,855 +26%
DA
122
Drake & Associates
Wisconsin
$1.86M -$23.5M -533,049 -93%
MW
123
Maia Wealth
Colorado
$1.77M -$142K -3,225 -7%
PA
124
PFG Advisors
Arizona
$1.76M -$582K -13,240 -25%
IA
125
IFG Advisory
Georgia
$1.74M +$134K +3,042 +8%