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First Trust Smith Opportunistic Fixed Income ETF

313 hedge funds and large institutions have $2.71B invested in First Trust Smith Opportunistic Fixed Income ETF in 2025 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 126 increasing their positions, 121 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 17

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

5% more funds holding

Funds holding: 297313 (+16)

4% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 121

4% more capital invested

Capital invested by funds: $2.6B → $2.71B (+$106M)

0.83% more ownership

Funds ownership: 77.64%78.47% (+0.83%)

Holders
313
Holders Change
+16
Holders Change %
+5.39%
% of All Funds
3.81%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.11%
New
37
Increased
126
Reduced
121
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NW
176
NewEdge Wealth
Pennsylvania
$610K -$13K -291 -2%
CWM
177
Collaborative Wealth Management
Florida
$609K -$48.9K -1,098 -7%
FFS
178
Founders Financial Securities
Maryland
$599K +$70.9K +1,592 +13%
BWA
179
BlueChip Wealth Advisors
Georgia
$589K
PEWA
180
Pacific Excel Wealth Advisors
California
$589K +$592K +13,294 New
EGM
181
Engineers Gate Manager
New York
$574K +$577K +12,951 New
CCA
182
Cottonwood Capital Advisors
Utah
$573K -$445 -10 -0.1%
CWA
183
Crusonia Wealth Advisors
Colorado
$572K +$574K +12,899 New
TWP
184
Triad Wealth Partners
Kansas
$558K +$54.3K +1,220 +11%
BAM
185
Bellevue Asset Management
Washington
$546K -$109K -2,449 -17%
SIS
186
Sound Income Strategies
Florida
$542K +$544K +12,207 +1,220,700%
ASN
187
Advisory Services Network
Georgia
$541K -$56.9K -1,277 -9%
KLCM
188
KG&L Capital Management
Louisiana
$541K +$39K +875 +8%
NS
189
NBC Securities
Alabama
$533K -$16.4K -368 -3%
PTC
190
Private Trust Company
Ohio
$516K +$92.7K +2,082 +22%
BWM
191
BAM Wealth Management
Colorado
$514K +$517K +11,608 New
HIW
192
Holos Integrated Wealth
Pennsylvania
$512K -$245K -5,495 -32%
SF
193
Summit Financial
New Jersey
$496K -$11.2K -251 -2%
Citigroup
194
Citigroup
New York
$478K +$73.2K +1,644 +18%
UWM
195
USAdvisors Wealth Management
Minnesota
$478K -$3.83M -86,075 -89%
CCFM
196
Clear Creek Financial Management
Washington
$468K -$213K -4,789 -31%
DC
197
Davenport & Co
Virginia
$467K +$66.4K +1,492 +16%
QWM
198
Quadcap Wealth Management
Texas
$460K
MMA
199
Miracle Mile Advisors
California
$447K +$28K +628 +7%
FFN
200
Focus Financial Network
Minnesota
$445K +$19.8K +445 +5%