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First Trust Smith Opportunistic Fixed Income ETF

312 hedge funds and large institutions have $2.71B invested in First Trust Smith Opportunistic Fixed Income ETF in 2025 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 126 increasing their positions, 121 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 17

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

5% more funds holding

Funds holding: 297312 (+15)

4% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 121

4% more capital invested

Capital invested by funds: $2.6B → $2.71B (+$106M)

0.83% more ownership

Funds ownership: 77.64%78.47% (+0.83%)

Holders
312
Holders Change
+15
Holders Change %
+5.05%
% of All Funds
3.8%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.11%
New
36
Increased
126
Reduced
121
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IFG
101
Independent Financial Group
California
$2.62M -$85.9K -1,930 -3%
HIS
102
Harvest Investment Services
Illinois
$2.55M -$739K -16,602 -22%
BCI
103
Brinker Capital Investments
Pennsylvania
$2.55M +$129K +2,893 +5%
LSIA
104
LaSalle St. Investment Advisors
Illinois
$2.43M -$57.4K -1,289 -2%
FTUS
105
Flow Traders U.S.
New York
$2.32M +$1.32M +29,699 +131%
SPIA
106
Steward Partners Investment Advisory
New York
$2.26M -$107K -2,411 -5%
GVCM
107
Global View Capital Management
Wisconsin
$2.21M -$271K -6,087 -11%
WWM
108
Western Wealth Management
Colorado
$2.2M +$507K +11,384 +30%
AWM
109
AE Wealth Management
Kansas
$2.2M -$11.8K -266 -0.5%
USCWA
110
U.S. Capital Wealth Advisors
Texas
$2.19M +$251K +5,634 +13%
DADC
111
D.A. Davidson & Co
Montana
$2.17M +$80.8K +1,814 +4%
AAS
112
Ameritas Advisory Services
Nebraska
$2.07M +$450K +10,110 +28%
KFAS
113
Keating Financial Advisory Services
Kansas
$2.07M +$2.08M +46,637 New
FFG
114
First Financial Group
North Carolina
$2.02M -$92K -2,065 -4%
IWC
115
Integrated Wealth Concepts
Massachusetts
$1.86M -$380K -8,525 -17%
AFA
116
American Financial Advisors
Georgia
$1.77M -$639K -14,342 -26%
Wealth Enhancement Advisory Services
117
Wealth Enhancement Advisory Services
Minnesota
$1.76M +$105K +2,348 +6%
EW
118
Entruity Wealth
California
$1.75M +$1.04M +23,326 +144%
IWA
119
Inspirion Wealth Advisors
Illinois
$1.64M -$671K -15,070 -29%
DA
120
Drake & Associates
Wisconsin
$1.64M -$224K -5,038 -12%
CAP
121
Columbia Advisory Partners
Washington
$1.63M -$250K -5,619 -13%
HWA
122
HCR Wealth Advisors
California
$1.61M +$12.8K +287 +0.8%
MW
123
Maia Wealth
Colorado
$1.6M -$181K -4,056 -10%
IA
124
IFG Advisory
Georgia
$1.6M -$136K -3,065 -8%
NC
125
NewSquare Capital
Pennsylvania
$1.57M -$129K -2,900 -8%