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First Trust Smith Opportunistic Fixed Income ETF

320 hedge funds and large institutions have $2.67B invested in First Trust Smith Opportunistic Fixed Income ETF in 2026 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 131 increasing their positions, 123 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 26

2% more funds holding

Funds holding: 313320 (+7)

7% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 123

0.1% more ownership

Funds ownership: 78.47%78.57% (+0.1%)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

1% less capital invested

Capital invested by funds: $2.71B → $2.67B (-$35.1M)

Holders
320
Holders Change
+7
Holders Change %
+2.24%
% of All Funds
3.94%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
38
Increased
131
Reduced
123
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFA
126
Pinnacle Family Advisors
Missouri
$1.42M +$68.4K +1,546 +5%
MW
127
Maia Wealth
Colorado
$1.42M -$146K -3,296 -9%
QFW
128
QTR Family Wealth
Florida
$1.37M -$108K -2,446 -7%
TWP
129
Triad Wealth Partners
Kansas
$1.37M +$833K +18,816 +149%
GIA
130
Gladstone Institutional Advisory
Florida
$1.37M -$125K -2,828 -8%
CCM
131
Condor Capital Management
New Jersey
$1.33M +$371K +8,386 +38%
WWA
132
WCG Wealth Advisors
Nevada
$1.31M +$398 +9 +0%
SCA
133
Snowden Capital Advisors
New York
$1.3M -$1.79M -40,430 -58%
IWA
134
Inspirion Wealth Advisors
Illinois
$1.19M -$432K -9,767 -26%
BCM
135
Brookstone Capital Management
Illinois
$1.18M -$66K -1,492 -5%
RIS
136
Richmond Investment Services
Wisconsin
$1.16M +$3.36K +76 +0.3%
IAA
137
Independent Advisor Alliance
North Carolina
$1.15M +$1.17M +26,413 New
CF
138
Claris Financial
Virginia
$1.11M -$5.98K -135 -0.5%
WMA
139
West Michigan Advisors
Michigan
$1.09M -$53.4K -1,206 -5%
Wealth Enhancement Advisory Services
140
Wealth Enhancement Advisory Services
Minnesota
$1.08M -$666K -15,037 -38%
IWM
141
IHT Wealth Management
Illinois
$1.07M -$95.5K -2,157 -8%
PEWA
142
Pacific Excel Wealth Advisors
California
$1.05M +$482K +10,890 +82%
FIA
143
Foundations Investment Advisors
Arizona
$1.02M +$40.1K +906 +4%
ACM
144
Advance Capital Management
Michigan
$998K -$84K -1,897 -8%
KPWS
145
Kestra Private Wealth Services
Texas
$992K -$210K -4,755 -17%
CA
146
Cambridge Advisors
Nebraska
$947K -$34.6K -781 -3%
Envestnet Portfolio Solutions
147
Envestnet Portfolio Solutions
Illinois
$942K -$107K -2,419 -10%
VAS
148
Vestmark Advisory Solutions
Massachusetts
$929K -$8.54K -193 -0.9%
MYIA
149
Mount Yale Investment Advisors
Colorado
$929K -$8.5K -192 -0.9%
MFG
150
Merit Financial Group
Georgia
$920K +$133 +3 +0%