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First Trust Smith Opportunistic Fixed Income ETF

286 hedge funds and large institutions have $2.57B 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, 123 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
286
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
CL
151
CLG LLC
California
$993K
CCM
152
Condor Capital Management
New Jersey
$981K
MWM
153
Maridea Wealth Management
New York
$980K
CWP
154
Cyndeo Wealth Partners
Florida
$951K
LFA
155
Laraway Financial Advisors
Minnesota
$924K
EL
156
EQ LLC
Washington
$923K
AA
157
Advisory Alpha
Michigan
$910K
Creative Planning
158
Creative Planning
Kansas
$905K
ACG
159
Allen Capital Group
Nebraska
$885K
BFG
160
Beacon Financial Group
Texas
$855K
FPB
161
First PREMIER Bank
South Dakota
$852K
MFG
162
Merit Financial Group
Georgia
$826K
GSWM
163
Golden State Wealth Management
California
$803K
BI
164
Bramshill Investments
Florida
$800K
GA
165
GSG Advisors
New Jersey
$799K
CFCI
166
Comprehensive Financial Consultants Institutional
Indiana
$798K
IAN
167
Integrated Advisors Network
Texas
$794K
WCFA
168
Walkner Condon Financial Advisors
Wisconsin
$742K
EW
169
Entruity Wealth
California
$717K
PWM
170
Perigon Wealth Management
California
$699K
CWA
171
Crux Wealth Advisors
California
$694K
AWG
172
Altus Wealth Group
Colorado
$692K
SG
173
StoneX Group
New York
$682K
CCFM
174
Clear Creek Financial Management
Washington
$682K
PB
175
Pinnacle Bancorp
Nebraska
$681K