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First Trust Smith Opportunistic Fixed Income ETF

291 hedge funds and large institutions have $2.58B 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, 128 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
291
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
AAS
126
Ameritas Advisory Services
Nebraska
$1.62M
HWA
127
HCR Wealth Advisors
California
$1.61M
QFW
128
QTR Family Wealth
Florida
$1.59M
SPC
129
Sigma Planning Corp
Michigan
$1.58M
GIA
130
Gladstone Institutional Advisory
Florida
$1.55M
AWA
131
Acorn Wealth Advisors
Michigan
$1.53M
ACM
132
Advance Capital Management
Michigan
$1.43M
PFA
133
Pinnacle Family Advisors
Missouri
$1.41M
PAS
134
Park Avenue Securities
New York
$1.37M
CFD
135
Creative Financial Designs
Indiana
$1.34M
GWP
136
Gateway Wealth Partners
Wisconsin
$1.32M
ACM
137
Andina Capital Management
Utah
$1.32M
BCM
138
Brookstone Capital Management
Illinois
$1.32M
WMA
139
West Michigan Advisors
Michigan
$1.31M
BPA
140
Beacon Pointe Advisors
California
$1.26M
KPWS
141
Kestra Private Wealth Services
Texas
$1.19M
IWM
142
IHT Wealth Management
Illinois
$1.19M
WA
143
Waverly Advisors
Alabama
$1.18M
RIS
144
Richmond Investment Services
Wisconsin
$1.17M
FIA
145
Foundations Investment Advisors
Arizona
$1.17M
UAG
146
United Advisor Group
Ohio
$1.04M
Envestnet Portfolio Solutions
147
Envestnet Portfolio Solutions
Illinois
$1.03M
Renaissance Technologies
148
Renaissance Technologies
New York
$1.03M
NWMG
149
National Wealth Management Group
Ohio
$1.01M
CA
150
Cambridge Advisors
Nebraska
$1.01M