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First Trust Smith Opportunistic Fixed Income ETF

295 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, 127 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

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
295
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
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
PWM
176
Perigon Wealth Management
California
$699K
CWA
177
Crux Wealth Advisors
California
$694K
AWG
178
Altus Wealth Group
Colorado
$692K
SG
179
StoneX Group
New York
$682K
CCFM
180
Clear Creek Financial Management
Washington
$682K
PB
181
Pinnacle Bancorp
Nebraska
$681K
CWM
182
Collaborative Wealth Management
Florida
$660K
MAM
183
Milestone Asset Management
Pennsylvania
$656K
BAM
184
Bellevue Asset Management
Washington
$656K
IG
185
IFS Group
Pennsylvania
$641K
NW
186
NewEdge Wealth
Pennsylvania
$625K
Cerity Partners
187
Cerity Partners
New York
$624K
RF
188
Rossby Financial
Florida
$616K
ASN
189
Advisory Services Network
Georgia
$599K
BWA
190
BlueChip Wealth Advisors
Georgia
$591K
SAI
191
Savvy Advisors Inc
New York
$587K
DAS
192
Diversify Advisory Services
Utah
$582K
CCA
193
Cottonwood Capital Advisors
Utah
$574K
WFA
194
WMG Financial Advisors
Tennessee
$570K
CIAS
195
Capital Investment Advisory Services
North Carolina
$566K
TWM
196
TCFG Wealth Management
California
$560K
NS
197
NBC Securities
Alabama
$551K
FFS
198
Founders Financial Securities
Maryland
$530K
SF
199
Summit Financial
New Jersey
$508K
TWP
200
Triad Wealth Partners
Kansas
$505K