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First Trust Smith Opportunistic Fixed Income ETF

307 hedge funds and large institutions have $2.7B invested in First Trust Smith Opportunistic Fixed Income ETF in 2025 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 125 increasing their positions, 118 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$35.9M
2 +$27.3M
3 +$26.6M
4
Ameriprise
Ameriprise
Minnesota
+$23.1M
5
Bank of America
Bank of America
North Carolina
+$13M

Top Sellers

1 -$61.9M
2 -$17.3M
3 -$6.89M
4
Jane Street
Jane Street
New York
-$6.76M
5
DAS
Dynamic Advisor Solutions
Arizona
-$6.33M
Name Holding Trade Value Shares
Change
Change in
Stake
GWP
126
Gateway Wealth Partners
Wisconsin
$1.56M
GIA
127
Gladstone Institutional Advisory
Florida
$1.52M
Susquehanna International Group
128
Susquehanna International Group
Pennsylvania
$1.51M
QFW
129
QTR Family Wealth
Florida
$1.5M
BPA
130
Beacon Pointe Advisors
California
$1.41M
PFA
131
Pinnacle Family Advisors
Missouri
$1.38M
IWM
132
Iams Wealth Management
Nebraska
$1.33M
WWA
133
WCG Wealth Advisors
Nevada
$1.33M
CFD
134
Creative Financial Designs
Indiana
$1.27M
BCM
135
Brookstone Capital Management
Illinois
$1.27M
NWMG
136
National Wealth Management Group
Ohio
$1.22M
KPWS
137
Kestra Private Wealth Services
Texas
$1.22M
IWM
138
IHT Wealth Management
Illinois
$1.18M
RIS
139
Richmond Investment Services
Wisconsin
$1.17M
WMA
140
West Michigan Advisors
Michigan
$1.17M
CF
141
Claris Financial
Virginia
$1.13M
ACM
142
Advance Capital Management
Michigan
$1.1M
ACM
143
Andina Capital Management
Utah
$1.09M
Envestnet Portfolio Solutions
144
Envestnet Portfolio Solutions
Illinois
$1.07M
SF
145
Sun Financial
Utah
$1.03M
CA
146
Cambridge Advisors
Nebraska
$998K
FIA
147
Foundations Investment Advisors
Arizona
$996K
CCM
148
Condor Capital Management
New Jersey
$979K
PA
149
PFG Advisors
Arizona
$962K
CWP
150
Cyndeo Wealth Partners
Florida
$954K