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First Trust Smith Opportunistic Fixed Income ETF

297 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, 129 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.68% more ownership

Funds ownership: 74.96%77.64% (+2.7%)

1% more capital invested

Capital invested by funds: $2.56B → $2.6B (+$36.6M)

7% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 129

5% less funds holding

Funds holding: 312297 (-15)

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
297
Holders Change
-15
Holders Change %
-4.81%
% of All Funds
3.9%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
24
Increased
120
Reduced
129
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
151
Envestnet Portfolio Solutions
Illinois
$1.03M -$134K -3,055 -12%
Renaissance Technologies
152
Renaissance Technologies
New York
$1.03M +$1.02M +23,200 New
NWMG
153
National Wealth Management Group
Ohio
$1.01M +$1M +22,772 New
CA
154
Cambridge Advisors
Nebraska
$1.01M +$1.5K +34 +0.2%
FTUS
155
Flow Traders U.S.
New York
$1.01M -$3.72M -84,497 -79%
WWA
156
WCG Wealth Advisors
Nevada
$1M -$58.9K -1,338 -6%
CL
157
CLG LLC
California
$993K -$63.2K -1,436 -6%
CCM
158
Condor Capital Management
New Jersey
$981K
MWM
159
Maridea Wealth Management
New York
$980K
CWP
160
Cyndeo Wealth Partners
Florida
$951K -$150K -3,410 -14%
LFA
161
Laraway Financial Advisors
Minnesota
$924K +$2.77K +63 +0.3%
EL
162
EQ LLC
Washington
$923K -$924 -21 -0.1%
AA
163
Advisory Alpha
Michigan
$910K +$15K +341 +2%
Creative Planning
164
Creative Planning
Kansas
$905K -$162K -3,682 -15%
ACG
165
Allen Capital Group
Nebraska
$885K -$444K -10,095 -34%
BFG
166
Beacon Financial Group
Texas
$855K -$805K -18,307 -49%
FPB
167
First PREMIER Bank
South Dakota
$852K +$88K +2,000 +12%
MFG
168
Merit Financial Group
Georgia
$826K +$818K +18,592 New
GSWM
169
Golden State Wealth Management
California
$803K -$1.48M -33,685 -65%
BI
170
Bramshill Investments
Florida
$800K -$726K -16,500 -48%
GA
171
GSG Advisors
New Jersey
$799K +$3.43K +78 +0.4%
CFCI
172
Comprehensive Financial Consultants Institutional
Indiana
$798K +$792 +18 +0.1%
IAN
173
Integrated Advisors Network
Texas
$794K -$19.8K -451 -2%
HIW
174
Holos Integrated Wealth
Pennsylvania
$760K -$154K -3,510 -17%
WCFA
175
Walkner Condon Financial Advisors
Wisconsin
$742K -$76.5K -1,740 -9%