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First Trust Smith Opportunistic Fixed Income ETF

313 hedge funds and large institutions have $2.71B invested in First Trust Smith Opportunistic Fixed Income ETF in 2025 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 126 increasing their positions, 121 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 17

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

5% more funds holding

Funds holding: 297313 (+16)

4% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 121

4% more capital invested

Capital invested by funds: $2.6B → $2.71B (+$106M)

0.83% more ownership

Funds ownership: 77.64%78.47% (+0.83%)

Holders
313
Holders Change
+16
Holders Change %
+5.39%
% of All Funds
3.81%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.11%
New
37
Increased
126
Reduced
121
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWP
151
Cyndeo Wealth Partners
Florida
$954K +$4.76K +107 +0.5%
MYIA
152
Mount Yale Investment Advisors
Colorado
$953K -$1.74M -38,987 -64%
VAS
153
Vestmark Advisory Solutions
Massachusetts
$953K +$708K +15,892 +284%
CL
154
CLG LLC
California
$936K -$55.5K -1,247 -6%
MFG
155
Merit Financial Group
Georgia
$935K +$111K +2,503 +13%
AA
156
Advisory Alpha
Michigan
$921K +$16.7K +376 +2%
LFA
157
Laraway Financial Advisors
Minnesota
$918K -$4.19K -94 -0.5%
FPB
158
First PREMIER Bank
South Dakota
$850K
BFG
159
Beacon Financial Group
Texas
$847K -$6.55K -147 -0.8%
Creative Planning
160
Creative Planning
Kansas
$828K -$74.6K -1,676 -8%
AWA
161
Acorn Wealth Advisors
Michigan
$822K -$704K -15,804 -46%
ACG
162
Allen Capital Group
Nebraska
$812K -$71.3K -1,601 -8%
GSWM
163
Golden State Wealth Management
California
$802K +$1.65K +37 +0.2%
WCFA
164
Walkner Condon Financial Advisors
Wisconsin
$775K +$34.5K +775 +5%
M1FG
165
Mach-1 Financial Group
Arkansas
$774K +$778K +17,461 New
GA
166
GSG Advisors
New Jersey
$767K -$28.5K -640 -4%
PWM
167
Perigon Wealth Management
California
$767K +$69.9K +1,570 +10%
CFCI
168
Comprehensive Financial Consultants Institutional
Indiana
$765K -$31.4K -704 -4%
UAG
169
United Advisor Group
Ohio
$742K -$302K -6,782 -29%
SPC
170
Sigma Planning Corp
Michigan
$716K -$868K -19,491 -55%
PB
171
Pinnacle Bancorp
Nebraska
$685K +$5.34K +120 +0.8%
AWG
172
Altus Wealth Group
Colorado
$675K -$16.3K -365 -2%
CIAS
173
Capital Investment Advisory Services
North Carolina
$632K +$68K +1,527 +12%
SAI
174
Savvy Advisors Inc
New York
$631K +$45.4K +1,019 +8%
RF
175
Rossby Financial
Florida
$625K +$11.6K +261 +2%