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First Trust Smith Opportunistic Fixed Income ETF

295 hedge funds and large institutions have $2.6B invested in First Trust Smith Opportunistic Fixed Income ETF in 2025 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 120 increasing their positions, 127 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:

25% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 32

33% less funds holding in top 10

Funds holding in top 10: 128 (-4)

Holders
295
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
Renaissance Technologies
151
Renaissance Technologies
New York
$1.03M
NWMG
152
National Wealth Management Group
Ohio
$1.01M
CA
153
Cambridge Advisors
Nebraska
$1.01M
FTUS
154
Flow Traders U.S.
New York
$1.01M
WWA
155
WCG Wealth Advisors
Nevada
$1M
CL
156
CLG LLC
California
$993K
CCM
157
Condor Capital Management
New Jersey
$981K
MWM
158
Maridea Wealth Management
New York
$980K
CWP
159
Cyndeo Wealth Partners
Florida
$951K
LFA
160
Laraway Financial Advisors
Minnesota
$924K
EL
161
EQ LLC
Washington
$923K
AA
162
Advisory Alpha
Michigan
$910K
Creative Planning
163
Creative Planning
Kansas
$905K
ACG
164
Allen Capital Group
Nebraska
$885K
BFG
165
Beacon Financial Group
Texas
$855K
FPB
166
First PREMIER Bank
South Dakota
$852K
MFG
167
Merit Financial Group
Georgia
$826K
GSWM
168
Golden State Wealth Management
California
$803K
BI
169
Bramshill Investments
Florida
$800K
GA
170
GSG Advisors
New Jersey
$799K
CFCI
171
Comprehensive Financial Consultants Institutional
Indiana
$798K
IAN
172
Integrated Advisors Network
Texas
$794K
HIW
173
Holos Integrated Wealth
Pennsylvania
$760K
WCFA
174
Walkner Condon Financial Advisors
Wisconsin
$742K
EW
175
Entruity Wealth
California
$717K