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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
LSIA
101
LaSalle St. Investment Advisors
Illinois
$2.5M
GVCM
102
Global View Capital Management
Wisconsin
$2.48M
Comerica Bank
103
Comerica Bank
Texas
$2.44M
CAG
104
Csenge Advisory Group
Florida
$2.43M
BCI
105
Brinker Capital Investments
Pennsylvania
$2.42M
AFA
106
American Financial Advisors
Georgia
$2.42M
SPIA
107
Steward Partners Investment Advisory
New York
$2.37M
IWA
108
Inspirion Wealth Advisors
Illinois
$2.36M
IWM
109
Iams Wealth Management
Nebraska
$2.34M
RFN
110
RDA Financial Network
Iowa
$2.32M
IWC
111
Integrated Wealth Concepts
Massachusetts
$2.24M
AWM
112
AE Wealth Management
Kansas
$2.22M
FFG
113
First Financial Group
North Carolina
$2.12M
DADC
114
D.A. Davidson & Co
Montana
$2.1M
MOS
115
MGO One Seven
Ohio
$2.08M
IF
116
Intrua Financial
Texas
$2M
USCWA
117
U.S. Capital Wealth Advisors
Texas
$1.94M
CAP
118
Columbia Advisory Partners
Washington
$1.88M
DA
119
Drake & Associates
Wisconsin
$1.86M
MW
120
Maia Wealth
Colorado
$1.77M
PA
121
PFG Advisors
Arizona
$1.76M
IA
122
IFG Advisory
Georgia
$1.74M
NC
123
NewSquare Capital
Pennsylvania
$1.71M
WWM
124
Western Wealth Management
Colorado
$1.7M
Wealth Enhancement Advisory Services
125
Wealth Enhancement Advisory Services
Minnesota
$1.66M