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First Trust Smith Opportunistic Fixed Income ETF

320 hedge funds and large institutions have $2.67B invested in First Trust Smith Opportunistic Fixed Income ETF in 2026 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 131 increasing their positions, 123 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 26

2% more funds holding

Funds holding: 313320 (+7)

7% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 123

0.1% more ownership

Funds ownership: 78.47%78.57% (+0.1%)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

1% less capital invested

Capital invested by funds: $2.71B → $2.67B (-$35.1M)

Holders
320
Holders Change
+7
Holders Change %
+2.24%
% of All Funds
3.94%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
38
Increased
131
Reduced
123
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LSIA
101
LaSalle St. Investment Advisors
Illinois
$2.4M +$3.28K +74 +0.1%
CWM
102
Cornerstone Wealth Management
Missouri
$2.32M -$2.33M -52,572 -50%
OMC
103
Old Mission Capital
Illinois
$2.25M +$2.29M +51,670 New
USCWA
104
U.S. Capital Wealth Advisors
Texas
$2.15M
KFAS
105
Keating Financial Advisory Services
Kansas
$2.14M +$107K +2,418 +5%
DADC
106
D.A. Davidson & Co
Montana
$2.11M -$31.5K -711 -1%
GVCM
107
Global View Capital Management
Wisconsin
$2.08M -$95.7K -2,163 -4%
IWM
108
Iams Wealth Management
Nebraska
$2.07M +$767K +17,336 +58%
BPA
109
Beacon Pointe Advisors
California
$2.06M +$681K +15,375 +48%
FFG
110
First Financial Group
North Carolina
$1.99M -$3.1K -70 -0.2%
AAS
111
Ameritas Advisory Services
Nebraska
$1.91M -$126K -2,847 -6%
SPIA
112
Steward Partners Investment Advisory
New York
$1.91M -$318K -7,174 -14%
PAS
113
Park Avenue Securities
New York
$1.89M +$1.92M +43,456 New
NC
114
NewSquare Capital
Pennsylvania
$1.87M +$328K +7,415 +21%
CF
115
Centaurus Financial
California
$1.85M -$4M -90,393 -68%
WWM
116
Western Wealth Management
Colorado
$1.84M -$327K -7,394 -15%
EW
117
Entruity Wealth
California
$1.83M +$109K +2,467 +6%
Goldman Sachs
118
Goldman Sachs
New York
$1.81M +$1.84M +41,595 New
NWMG
119
National Wealth Management Group
Ohio
$1.75M +$554K +12,522 +45%
AFA
120
American Financial Advisors
Georgia
$1.71M -$35.6K -804 -2%
IF
121
Intrua Financial
Texas
$1.64M -$3.17M -71,684 -66%
Creative Planning
122
Creative Planning
Kansas
$1.63M +$832K +18,802 +101%
HWA
123
HCR Wealth Advisors
California
$1.6M +$12.1K +274 +0.8%
CAP
124
Columbia Advisory Partners
Washington
$1.51M -$95.2K -2,150 -6%
DA
125
Drake & Associates
Wisconsin
$1.45M -$161K -3,648 -10%