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First Trust Smith Opportunistic Fixed Income ETF

312 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 36 funds opening new positions, 126 increasing their positions, 121 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
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
CWP
151
Cyndeo Wealth Partners
Florida
$954K
MYIA
152
Mount Yale Investment Advisors
Colorado
$953K
VAS
153
Vestmark Advisory Solutions
Massachusetts
$953K
CL
154
CLG LLC
California
$936K
MFG
155
Merit Financial Group
Georgia
$935K
AA
156
Advisory Alpha
Michigan
$921K
LFA
157
Laraway Financial Advisors
Minnesota
$918K
FPB
158
First PREMIER Bank
South Dakota
$850K
BFG
159
Beacon Financial Group
Texas
$847K
Creative Planning
160
Creative Planning
Kansas
$828K
AWA
161
Acorn Wealth Advisors
Michigan
$822K
ACG
162
Allen Capital Group
Nebraska
$812K
GSWM
163
Golden State Wealth Management
California
$802K
WCFA
164
Walkner Condon Financial Advisors
Wisconsin
$775K
M1FG
165
Mach-1 Financial Group
Arkansas
$774K
GA
166
GSG Advisors
New Jersey
$767K
PWM
167
Perigon Wealth Management
California
$767K
CFCI
168
Comprehensive Financial Consultants Institutional
Indiana
$765K
UAG
169
United Advisor Group
Ohio
$742K
SPC
170
Sigma Planning Corp
Michigan
$716K
PB
171
Pinnacle Bancorp
Nebraska
$685K
AWG
172
Altus Wealth Group
Colorado
$675K
CIAS
173
Capital Investment Advisory Services
North Carolina
$632K
SAI
174
Savvy Advisors Inc
New York
$631K
RF
175
Rossby Financial
Florida
$625K