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First Trust Smith Opportunistic Fixed Income ETF

297 hedge funds and large institutions have $2.6B invested in First Trust Smith Opportunistic Fixed Income ETF in 2025 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 120 increasing their positions, 129 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.68% more ownership

Funds ownership: 74.96%77.64% (+2.7%)

1% more capital invested

Capital invested by funds: $2.56B → $2.6B (+$36.6M)

7% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 129

5% less funds holding

Funds holding: 312297 (-15)

25% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 32

33% less funds holding in top 10

Funds holding in top 10: 128 (-4)

Holders
297
Holders Change
-15
Holders Change %
-4.81%
% of All Funds
3.9%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
24
Increased
120
Reduced
129
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EW
176
Entruity Wealth
California
$717K +$67.6K +1,536 +11%
PWM
177
Perigon Wealth Management
California
$699K +$35.3K +802 +5%
CWA
178
Crux Wealth Advisors
California
$694K -$66.7K -1,517 -9%
AWG
179
Altus Wealth Group
Colorado
$692K +$88.3K +2,007 +15%
SG
180
StoneX Group
New York
$682K -$213K -4,846 -24%
CCFM
181
Clear Creek Financial Management
Washington
$682K -$312K -7,097 -32%
PB
182
Pinnacle Bancorp
Nebraska
$681K -$704 -16 -0.1%
CWM
183
Collaborative Wealth Management
Florida
$660K -$37.2K -845 -5%
MAM
184
Milestone Asset Management
Pennsylvania
$656K +$650K +14,769 New
BAM
185
Bellevue Asset Management
Washington
$656K -$80.7K -1,835 -11%
IG
186
IFS Group
Pennsylvania
$641K +$634K +14,401 New
NW
187
NewEdge Wealth
Pennsylvania
$625K +$1.5K +34 +0.2%
Cerity Partners
188
Cerity Partners
New York
$624K +$370K +8,404 +149%
RF
189
Rossby Financial
Florida
$616K +$265K +6,028 +77%
ASN
190
Advisory Services Network
Georgia
$599K -$14.5K -330 -2%
BWA
191
BlueChip Wealth Advisors
Georgia
$591K +$5.76K +131 +1%
SAI
192
Savvy Advisors Inc
New York
$587K +$50.4K +1,145 +9%
DAS
193
Diversify Advisory Services
Utah
$582K -$124K -2,808 -18%
CCA
194
Cottonwood Capital Advisors
Utah
$574K +$3.21K +73 +0.6%
WFA
195
WMG Financial Advisors
Tennessee
$570K -$42.6K -969 -7%
CIAS
196
Capital Investment Advisory Services
North Carolina
$566K +$41.4K +941 +8%
TWM
197
TCFG Wealth Management
California
$560K -$1.45K -33 -0.3%
NS
198
NBC Securities
Alabama
$551K -$88.5K -2,011 -14%
FFS
199
Founders Financial Securities
Maryland
$530K -$178K -4,042 -25%
SF
200
Summit Financial
New Jersey
$508K +$504K +11,447 New