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First Trust Smith Opportunistic Fixed Income ETF

307 hedge funds and large institutions have $2.7B invested in First Trust Smith Opportunistic Fixed Income ETF in 2025 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 125 increasing their positions, 118 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$35.9M
2 +$27.3M
3 +$26.6M
4
Ameriprise
Ameriprise
Minnesota
+$23.1M
5
Bank of America
Bank of America
North Carolina
+$13M

Top Sellers

1 -$61.9M
2 -$17.3M
3 -$6.89M
4
Jane Street
Jane Street
New York
-$6.76M
5
DAS
Dynamic Advisor Solutions
Arizona
-$6.33M
Name Holding Trade Value Shares
Change
Change in
Stake
HIS
101
Harvest Investment Services
Illinois
$2.55M
BCI
102
Brinker Capital Investments
Pennsylvania
$2.55M
LSIA
103
LaSalle St. Investment Advisors
Illinois
$2.43M
FTUS
104
Flow Traders U.S.
New York
$2.32M
SPIA
105
Steward Partners Investment Advisory
New York
$2.26M
GVCM
106
Global View Capital Management
Wisconsin
$2.21M
WWM
107
Western Wealth Management
Colorado
$2.2M
AWM
108
AE Wealth Management
Kansas
$2.2M
USCWA
109
U.S. Capital Wealth Advisors
Texas
$2.19M
DADC
110
D.A. Davidson & Co
Montana
$2.17M
AAS
111
Ameritas Advisory Services
Nebraska
$2.07M
KFAS
112
Keating Financial Advisory Services
Kansas
$2.07M
FFG
113
First Financial Group
North Carolina
$2.02M
IWC
114
Integrated Wealth Concepts
Massachusetts
$1.86M
AFA
115
American Financial Advisors
Georgia
$1.77M
Wealth Enhancement Advisory Services
116
Wealth Enhancement Advisory Services
Minnesota
$1.76M
EW
117
Entruity Wealth
California
$1.75M
IWA
118
Inspirion Wealth Advisors
Illinois
$1.64M
DA
119
Drake & Associates
Wisconsin
$1.64M
CAP
120
Columbia Advisory Partners
Washington
$1.63M
HWA
121
HCR Wealth Advisors
California
$1.61M
MW
122
Maia Wealth
Colorado
$1.6M
IA
123
IFG Advisory
Georgia
$1.6M
NC
124
NewSquare Capital
Pennsylvania
$1.57M
CAG
125
Csenge Advisory Group
Florida
$1.56M