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First Trust Smith Opportunistic Fixed Income ETF

320 hedge funds and large institutions have $2.67B invested in First Trust Smith Opportunistic Fixed Income ETF in 2026 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 131 increasing their positions, 123 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 26

2% more funds holding

Funds holding: 313320 (+7)

7% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 123

0.1% more ownership

Funds ownership: 78.47%78.57% (+0.1%)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

1% less capital invested

Capital invested by funds: $2.71B → $2.67B (-$35.1M)

Holders
320
Holders Change
+7
Holders Change %
+2.24%
% of All Funds
3.94%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
38
Increased
131
Reduced
123
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFA
151
Laraway Financial Advisors
Minnesota
$907K +$4.21K +95 +0.5%
SF
152
Sun Financial
Utah
$900K -$118K -2,663 -11%
AA
153
Advisory Alpha
Michigan
$893K -$13.1K -296 -1%
CL
154
CLG LLC
California
$892K -$28.2K -636 -3%
FPB
155
First PREMIER Bank
South Dakota
$835K
PB
156
Pinnacle Bancorp
Nebraska
$832K +$161K +3,641 +24%
AWA
157
Acorn Wealth Advisors
Michigan
$813K +$4.12K +93 +0.5%
BFG
158
Beacon Financial Group
Texas
$810K -$22.9K -517 -3%
CFD
159
Creative Financial Designs
Indiana
$794K -$464K -10,475 -37%
WCFA
160
Walkner Condon Financial Advisors
Wisconsin
$794K +$32.2K +727 +4%
IG
161
IFS Group
Pennsylvania
$777K +$789K +17,835 New
PA
162
PFG Advisors
Arizona
$775K -$173K -3,915 -18%
CFCI
163
Comprehensive Financial Consultants Institutional
Indiana
$766K +$13.2K +298 +2%
CWP
164
Cyndeo Wealth Partners
Florida
$765K -$176K -3,974 -18%
CIAS
165
Capital Investment Advisory Services
North Carolina
$763K +$143K +3,230 +23%
GA
166
GSG Advisors
New Jersey
$739K -$15.7K -355 -2%
AWG
167
Altus Wealth Group
Colorado
$729K +$66.2K +1,495 +10%
PWM
168
Perigon Wealth Management
California
$699K -$56.1K -1,268 -7%
M1FG
169
Mach-1 Financial Group
Arkansas
$698K -$64K -1,447 -8%
PFGIA
170
Patriot Financial Group Insurance Agency
Massachusetts
$688K +$344K +7,777 +97%
BWA
171
BlueChip Wealth Advisors
Georgia
$684K +$106K +2,392 +18%
ACG
172
Allen Capital Group
Nebraska
$651K -$150K -3,382 -18%
BWM
173
BAM Wealth Management
Colorado
$650K +$146K +3,296 +28%
RF
174
Rossby Financial
Florida
$646K +$30.8K +695 +5%
MAM
175
Milestone Asset Management
Pennsylvania
$645K +$655K +14,796 New