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First Trust Smith Opportunistic Fixed Income ETF

291 hedge funds and large institutions have $2.58B invested in First Trust Smith Opportunistic Fixed Income ETF in 2025 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 116 increasing their positions, 128 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:

28% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 32

33% less funds holding in top 10

Funds holding in top 10: 128 (-4)

Holders
291
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
SG
176
StoneX Group
New York
$682K
CCFM
177
Clear Creek Financial Management
Washington
$682K
PB
178
Pinnacle Bancorp
Nebraska
$681K
CWM
179
Collaborative Wealth Management
Florida
$660K
MAM
180
Milestone Asset Management
Pennsylvania
$656K
BAM
181
Bellevue Asset Management
Washington
$656K
IG
182
IFS Group
Pennsylvania
$641K
NW
183
NewEdge Wealth
Pennsylvania
$625K
Cerity Partners
184
Cerity Partners
New York
$624K
RF
185
Rossby Financial
Florida
$616K
ASN
186
Advisory Services Network
Georgia
$599K
BWA
187
BlueChip Wealth Advisors
Georgia
$591K
SAI
188
Savvy Advisors Inc
New York
$587K
DAS
189
Diversify Advisory Services
Utah
$582K
CCA
190
Cottonwood Capital Advisors
Utah
$574K
WFA
191
WMG Financial Advisors
Tennessee
$570K
CIAS
192
Capital Investment Advisory Services
North Carolina
$566K
TWM
193
TCFG Wealth Management
California
$560K
NS
194
NBC Securities
Alabama
$551K
FFS
195
Founders Financial Securities
Maryland
$530K
SF
196
Summit Financial
New Jersey
$508K
TWP
197
Triad Wealth Partners
Kansas
$505K
KLCM
198
KG&L Capital Management
Louisiana
$503K
GRP
199
Global Retirement Partners
California
$487K
QWM
200
Quadcap Wealth Management
Texas
$461K