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First Trust Smith Opportunistic Fixed Income ETF

309 hedge funds and large institutions have $2.7B invested in First Trust Smith Opportunistic Fixed Income ETF in 2025 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 125 increasing their positions, 120 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
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

Top Buyers

1 +$35.9M
2 +$27.3M
3 +$26.6M
4
Ameriprise
Ameriprise
Minnesota
+$23.1M
5
Bank of America
Bank of America
North Carolina
+$13M

Top Sellers

1 -$61.9M
2 -$17.3M
3 -$6.89M
4
Jane Street
Jane Street
New York
-$6.76M
5
DAS
Dynamic Advisor Solutions
Arizona
-$6.33M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
176
Collaborative Wealth Management
Florida
$609K
FFS
177
Founders Financial Securities
Maryland
$599K
BWA
178
BlueChip Wealth Advisors
Georgia
$589K
PEWA
179
Pacific Excel Wealth Advisors
California
$589K
EGM
180
Engineers Gate Manager
New York
$574K
CCA
181
Cottonwood Capital Advisors
Utah
$573K
CWA
182
Crusonia Wealth Advisors
Colorado
$572K
TWP
183
Triad Wealth Partners
Kansas
$558K
BAM
184
Bellevue Asset Management
Washington
$546K
SIS
185
Sound Income Strategies
Florida
$542K
ASN
186
Advisory Services Network
Georgia
$541K
KLCM
187
KG&L Capital Management
Louisiana
$541K
NS
188
NBC Securities
Alabama
$533K
PTC
189
Private Trust Company
Ohio
$516K
BWM
190
BAM Wealth Management
Colorado
$514K
HIW
191
Holos Integrated Wealth
Pennsylvania
$512K
SF
192
Summit Financial
New Jersey
$496K
Citigroup
193
Citigroup
New York
$478K
UWM
194
USAdvisors Wealth Management
Minnesota
$478K
CCFM
195
Clear Creek Financial Management
Washington
$468K
DC
196
Davenport & Co
Virginia
$467K
QWM
197
Quadcap Wealth Management
Texas
$460K
MMA
198
Miracle Mile Advisors
California
$447K
FFN
199
Focus Financial Network
Minnesota
$445K
DAS
200
Dynamic Advisor Solutions
Arizona
$445K