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First Trust Smith Opportunistic Fixed Income ETF

313 hedge funds and large institutions have $2.71B invested in First Trust Smith Opportunistic Fixed Income ETF in 2025 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 126 increasing their positions, 121 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 17

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

5% more funds holding

Funds holding: 297313 (+16)

4% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 121

4% more capital invested

Capital invested by funds: $2.6B → $2.71B (+$106M)

0.83% more ownership

Funds ownership: 77.64%78.47% (+0.83%)

Holders
313
Holders Change
+16
Holders Change %
+5.39%
% of All Funds
3.81%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.11%
New
37
Increased
126
Reduced
121
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAG
126
Csenge Advisory Group
Florida
$1.56M -$870K -19,531 -36%
GWP
127
Gateway Wealth Partners
Wisconsin
$1.56M +$239K +5,356 +18%
GIA
128
Gladstone Institutional Advisory
Florida
$1.52M -$25.9K -582 -2%
Susquehanna International Group
129
Susquehanna International Group
Pennsylvania
$1.51M +$1.52M +34,070 New
QFW
130
QTR Family Wealth
Florida
$1.5M -$101K -2,261 -6%
BPA
131
Beacon Pointe Advisors
California
$1.41M +$161K +3,625 +13%
PFA
132
Pinnacle Family Advisors
Missouri
$1.38M -$25.6K -576 -2%
IWM
133
Iams Wealth Management
Nebraska
$1.33M -$1.01M -22,578 -43%
WWA
134
WCG Wealth Advisors
Nevada
$1.33M +$333K +7,479 +33%
CFD
135
Creative Financial Designs
Indiana
$1.27M -$70K -1,572 -5%
BCM
136
Brookstone Capital Management
Illinois
$1.27M -$48.6K -1,092 -4%
NWMG
137
National Wealth Management Group
Ohio
$1.22M +$217K +4,865 +21%
KPWS
138
Kestra Private Wealth Services
Texas
$1.22M +$28K +629 +2%
IWM
139
IHT Wealth Management
Illinois
$1.18M -$7.75K -174 -0.6%
RIS
140
Richmond Investment Services
Wisconsin
$1.17M +$2.85K +64 +0.2%
WMA
141
West Michigan Advisors
Michigan
$1.17M -$146K -3,268 -11%
CF
142
Claris Financial
Virginia
$1.13M -$74.3K -1,668 -6%
ACM
143
Advance Capital Management
Michigan
$1.1M -$332K -7,454 -23%
ACM
144
Andina Capital Management
Utah
$1.09M -$231K -5,181 -17%
Envestnet Portfolio Solutions
145
Envestnet Portfolio Solutions
Illinois
$1.07M +$34.1K +766 +3%
SF
146
Sun Financial
Utah
$1.03M +$1.04M +23,338 New
CA
147
Cambridge Advisors
Nebraska
$998K -$6.95K -156 -0.7%
FIA
148
Foundations Investment Advisors
Arizona
$996K -$173K -3,884 -15%
CCM
149
Condor Capital Management
New Jersey
$979K
PA
150
PFG Advisors
Arizona
$962K -$797K -17,891 -45%