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First Trust Smith Opportunistic Fixed Income ETF

318 hedge funds and large institutions have $2.64B invested in First Trust Smith Opportunistic Fixed Income ETF in 2026 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 129 increasing their positions, 124 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
318
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
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
101
Cornerstone Wealth Management
Missouri
$2.32M
OMC
102
Old Mission Capital
Illinois
$2.25M
USCWA
103
U.S. Capital Wealth Advisors
Texas
$2.15M
KFAS
104
Keating Financial Advisory Services
Kansas
$2.14M
DADC
105
D.A. Davidson & Co
Montana
$2.11M
GVCM
106
Global View Capital Management
Wisconsin
$2.08M
IWM
107
Iams Wealth Management
Nebraska
$2.07M
BPA
108
Beacon Pointe Advisors
California
$2.06M
FFG
109
First Financial Group
North Carolina
$1.99M
AAS
110
Ameritas Advisory Services
Nebraska
$1.91M
SPIA
111
Steward Partners Investment Advisory
New York
$1.91M
PAS
112
Park Avenue Securities
New York
$1.89M
NC
113
NewSquare Capital
Pennsylvania
$1.87M
CF
114
Centaurus Financial
California
$1.85M
WWM
115
Western Wealth Management
Colorado
$1.84M
EW
116
Entruity Wealth
California
$1.83M
Goldman Sachs
117
Goldman Sachs
New York
$1.81M
NWMG
118
National Wealth Management Group
Ohio
$1.75M
AFA
119
American Financial Advisors
Georgia
$1.71M
IF
120
Intrua Financial
Texas
$1.64M
Creative Planning
121
Creative Planning
Kansas
$1.63M
HWA
122
HCR Wealth Advisors
California
$1.6M
CAP
123
Columbia Advisory Partners
Washington
$1.51M
DA
124
Drake & Associates
Wisconsin
$1.45M
PFA
125
Pinnacle Family Advisors
Missouri
$1.42M