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First Trust Smith Opportunistic Fixed Income ETF

297 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, 129 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.68% more ownership

Funds ownership: 74.96%77.64% (+2.7%)

1% more capital invested

Capital invested by funds: $2.56B → $2.6B (+$36.6M)

7% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 129

5% less funds holding

Funds holding: 312297 (-15)

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
297
Holders Change
-15
Holders Change %
-4.81%
% of All Funds
3.9%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
24
Increased
120
Reduced
129
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NC
126
NewSquare Capital
Pennsylvania
$1.71M +$54.5K +1,238 +3%
WWM
127
Western Wealth Management
Colorado
$1.7M +$179K +4,075 +12%
Wealth Enhancement Advisory Services
128
Wealth Enhancement Advisory Services
Minnesota
$1.66M -$398K -9,039 -19%
AAS
129
Ameritas Advisory Services
Nebraska
$1.62M -$763K -17,354 -32%
HWA
130
HCR Wealth Advisors
California
$1.61M +$32.2K +732 +2%
QFW
131
QTR Family Wealth
Florida
$1.59M -$66.1K -1,502 -4%
SPC
132
Sigma Planning Corp
Michigan
$1.58M -$935K -21,261 -37%
GIA
133
Gladstone Institutional Advisory
Florida
$1.55M -$77.3K -1,757 -5%
AWA
134
Acorn Wealth Advisors
Michigan
$1.53M -$133K -3,034 -8%
ACM
135
Advance Capital Management
Michigan
$1.43M +$968 +22 +0.1%
PFA
136
Pinnacle Family Advisors
Missouri
$1.41M +$35.3K +803 +3%
PAS
137
Park Avenue Securities
New York
$1.37M -$64.6K -1,469 -5%
CFD
138
Creative Financial Designs
Indiana
$1.34M -$336K -7,631 -20%
GWP
139
Gateway Wealth Partners
Wisconsin
$1.32M +$33.8K +768 +3%
ACM
140
Andina Capital Management
Utah
$1.32M -$141K -3,209 -10%
BCM
141
Brookstone Capital Management
Illinois
$1.32M +$58.5K +1,330 +5%
WMA
142
West Michigan Advisors
Michigan
$1.31M -$109K -2,467 -8%
BPA
143
Beacon Pointe Advisors
California
$1.26M -$248K -5,648 -17%
CF
144
Claris Financial
Virginia
$1.21M +$15.8K +358 +1%
KPWS
145
Kestra Private Wealth Services
Texas
$1.19M +$58.2K +1,322 +5%
IWM
146
IHT Wealth Management
Illinois
$1.19M -$12K -272 -1%
WA
147
Waverly Advisors
Alabama
$1.18M +$139K +3,165 +13%
RIS
148
Richmond Investment Services
Wisconsin
$1.17M -$15.7K -356 -1%
FIA
149
Foundations Investment Advisors
Arizona
$1.17M -$1.63K -37 -0.1%
UAG
150
United Advisor Group
Ohio
$1.04M -$35.1K -798 -3%