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First Trust Smith Opportunistic Fixed Income ETF

286 hedge funds and large institutions have $2.57B 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, 123 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
286
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
QFW
126
QTR Family Wealth
Florida
$1.59M
SPC
127
Sigma Planning Corp
Michigan
$1.58M
GIA
128
Gladstone Institutional Advisory
Florida
$1.55M
AWA
129
Acorn Wealth Advisors
Michigan
$1.53M
ACM
130
Advance Capital Management
Michigan
$1.43M
PFA
131
Pinnacle Family Advisors
Missouri
$1.41M
PAS
132
Park Avenue Securities
New York
$1.37M
CFD
133
Creative Financial Designs
Indiana
$1.34M
GWP
134
Gateway Wealth Partners
Wisconsin
$1.32M
ACM
135
Andina Capital Management
Utah
$1.32M
BCM
136
Brookstone Capital Management
Illinois
$1.32M
WMA
137
West Michigan Advisors
Michigan
$1.31M
BPA
138
Beacon Pointe Advisors
California
$1.26M
KPWS
139
Kestra Private Wealth Services
Texas
$1.19M
IWM
140
IHT Wealth Management
Illinois
$1.19M
WA
141
Waverly Advisors
Alabama
$1.18M
RIS
142
Richmond Investment Services
Wisconsin
$1.17M
FIA
143
Foundations Investment Advisors
Arizona
$1.17M
UAG
144
United Advisor Group
Ohio
$1.04M
Envestnet Portfolio Solutions
145
Envestnet Portfolio Solutions
Illinois
$1.03M
Renaissance Technologies
146
Renaissance Technologies
New York
$1.03M
NWMG
147
National Wealth Management Group
Ohio
$1.01M
CA
148
Cambridge Advisors
Nebraska
$1.01M
FTUS
149
Flow Traders U.S.
New York
$1.01M
WWA
150
WCG Wealth Advisors
Nevada
$1M