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First Trust Smith Opportunistic Fixed Income ETF

295 hedge funds and large institutions have $2.6B invested in First Trust Smith Opportunistic Fixed Income ETF in 2025 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 120 increasing their positions, 127 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:

25% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 32

33% less funds holding in top 10

Funds holding in top 10: 128 (-4)

Holders
295
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
WWM
126
Western Wealth Management
Colorado
$1.7M
Wealth Enhancement Advisory Services
127
Wealth Enhancement Advisory Services
Minnesota
$1.66M
AAS
128
Ameritas Advisory Services
Nebraska
$1.62M
HWA
129
HCR Wealth Advisors
California
$1.61M
QFW
130
QTR Family Wealth
Florida
$1.59M
SPC
131
Sigma Planning Corp
Michigan
$1.58M
GIA
132
Gladstone Institutional Advisory
Florida
$1.55M
AWA
133
Acorn Wealth Advisors
Michigan
$1.53M
ACM
134
Advance Capital Management
Michigan
$1.43M
PFA
135
Pinnacle Family Advisors
Missouri
$1.41M
PAS
136
Park Avenue Securities
New York
$1.37M
CFD
137
Creative Financial Designs
Indiana
$1.34M
GWP
138
Gateway Wealth Partners
Wisconsin
$1.32M
ACM
139
Andina Capital Management
Utah
$1.32M
BCM
140
Brookstone Capital Management
Illinois
$1.32M
WMA
141
West Michigan Advisors
Michigan
$1.31M
BPA
142
Beacon Pointe Advisors
California
$1.26M
CF
143
Claris Financial
Virginia
$1.21M
KPWS
144
Kestra Private Wealth Services
Texas
$1.19M
IWM
145
IHT Wealth Management
Illinois
$1.19M
WA
146
Waverly Advisors
Alabama
$1.18M
RIS
147
Richmond Investment Services
Wisconsin
$1.17M
FIA
148
Foundations Investment Advisors
Arizona
$1.17M
UAG
149
United Advisor Group
Ohio
$1.04M
Envestnet Portfolio Solutions
150
Envestnet Portfolio Solutions
Illinois
$1.03M