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First Trust Smith Opportunistic Fixed Income ETF

318 hedge funds and large institutions have $2.64B invested in First Trust Smith Opportunistic Fixed Income ETF in 2026 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 129 increasing their positions, 124 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
318
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
Name Holding Trade Value Shares
Change
Change in
Stake
SF
151
Sun Financial
Utah
$900K
AA
152
Advisory Alpha
Michigan
$893K
CL
153
CLG LLC
California
$892K
FPB
154
First PREMIER Bank
South Dakota
$835K
PB
155
Pinnacle Bancorp
Nebraska
$832K
AWA
156
Acorn Wealth Advisors
Michigan
$813K
BFG
157
Beacon Financial Group
Texas
$810K
CFD
158
Creative Financial Designs
Indiana
$794K
WCFA
159
Walkner Condon Financial Advisors
Wisconsin
$794K
IG
160
IFS Group
Pennsylvania
$777K
PA
161
PFG Advisors
Arizona
$775K
CFCI
162
Comprehensive Financial Consultants Institutional
Indiana
$766K
CWP
163
Cyndeo Wealth Partners
Florida
$765K
CIAS
164
Capital Investment Advisory Services
North Carolina
$763K
GA
165
GSG Advisors
New Jersey
$739K
AWG
166
Altus Wealth Group
Colorado
$729K
PWM
167
Perigon Wealth Management
California
$699K
M1FG
168
Mach-1 Financial Group
Arkansas
$698K
PFGIA
169
Patriot Financial Group Insurance Agency
Massachusetts
$688K
BWA
170
BlueChip Wealth Advisors
Georgia
$684K
ACG
171
Allen Capital Group
Nebraska
$651K
BWM
172
BAM Wealth Management
Colorado
$650K
RF
173
Rossby Financial
Florida
$646K
MAM
174
Milestone Asset Management
Pennsylvania
$645K
FFS
175
Founders Financial Securities
Maryland
$614K