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First Trust Smith Opportunistic Fixed Income ETF

291 hedge funds and large institutions have $2.58B 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, 128 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
291
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
FTUS
151
Flow Traders U.S.
New York
$1.01M
WWA
152
WCG Wealth Advisors
Nevada
$1M
CL
153
CLG LLC
California
$993K
CCM
154
Condor Capital Management
New Jersey
$981K
MWM
155
Maridea Wealth Management
New York
$980K
CWP
156
Cyndeo Wealth Partners
Florida
$951K
LFA
157
Laraway Financial Advisors
Minnesota
$924K
EL
158
EQ LLC
Washington
$923K
AA
159
Advisory Alpha
Michigan
$910K
Creative Planning
160
Creative Planning
Kansas
$905K
ACG
161
Allen Capital Group
Nebraska
$885K
BFG
162
Beacon Financial Group
Texas
$855K
FPB
163
First PREMIER Bank
South Dakota
$852K
MFG
164
Merit Financial Group
Georgia
$826K
GSWM
165
Golden State Wealth Management
California
$803K
BI
166
Bramshill Investments
Florida
$800K
GA
167
GSG Advisors
New Jersey
$799K
CFCI
168
Comprehensive Financial Consultants Institutional
Indiana
$798K
IAN
169
Integrated Advisors Network
Texas
$794K
HIW
170
Holos Integrated Wealth
Pennsylvania
$760K
WCFA
171
Walkner Condon Financial Advisors
Wisconsin
$742K
EW
172
Entruity Wealth
California
$717K
PWM
173
Perigon Wealth Management
California
$699K
CWA
174
Crux Wealth Advisors
California
$694K
AWG
175
Altus Wealth Group
Colorado
$692K