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First Trust Smith Opportunistic Fixed Income ETF

309 hedge funds and large institutions have $2.7B invested in First Trust Smith Opportunistic Fixed Income ETF in 2025 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 125 increasing their positions, 120 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$35.9M
2 +$27.3M
3 +$26.6M
4
Ameriprise
Ameriprise
Minnesota
+$23.1M
5
Bank of America
Bank of America
North Carolina
+$13M

Top Sellers

1 -$61.9M
2 -$17.3M
3 -$6.89M
4
Jane Street
Jane Street
New York
-$6.76M
5
DAS
Dynamic Advisor Solutions
Arizona
-$6.33M
Name Holding Trade Value Shares
Change
Change in
Stake
MYIA
151
Mount Yale Investment Advisors
Colorado
$953K
VAS
152
Vestmark Advisory Solutions
Massachusetts
$953K
CL
153
CLG LLC
California
$936K
MFG
154
Merit Financial Group
Georgia
$935K
AA
155
Advisory Alpha
Michigan
$921K
LFA
156
Laraway Financial Advisors
Minnesota
$918K
FPB
157
First PREMIER Bank
South Dakota
$850K
BFG
158
Beacon Financial Group
Texas
$847K
Creative Planning
159
Creative Planning
Kansas
$828K
AWA
160
Acorn Wealth Advisors
Michigan
$822K
ACG
161
Allen Capital Group
Nebraska
$812K
GSWM
162
Golden State Wealth Management
California
$802K
WCFA
163
Walkner Condon Financial Advisors
Wisconsin
$775K
M1FG
164
Mach-1 Financial Group
Arkansas
$774K
GA
165
GSG Advisors
New Jersey
$767K
PWM
166
Perigon Wealth Management
California
$767K
CFCI
167
Comprehensive Financial Consultants Institutional
Indiana
$765K
UAG
168
United Advisor Group
Ohio
$742K
SPC
169
Sigma Planning Corp
Michigan
$716K
PB
170
Pinnacle Bancorp
Nebraska
$685K
AWG
171
Altus Wealth Group
Colorado
$675K
CIAS
172
Capital Investment Advisory Services
North Carolina
$632K
SAI
173
Savvy Advisors Inc
New York
$631K
RF
174
Rossby Financial
Florida
$625K
NW
175
NewEdge Wealth
Pennsylvania
$610K