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First Trust Smith Opportunistic Fixed Income ETF

307 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, 118 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
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
FFS
176
Founders Financial Securities
Maryland
$599K
BWA
177
BlueChip Wealth Advisors
Georgia
$589K
PEWA
178
Pacific Excel Wealth Advisors
California
$589K
EGM
179
Engineers Gate Manager
New York
$574K
CCA
180
Cottonwood Capital Advisors
Utah
$573K
CWA
181
Crusonia Wealth Advisors
Colorado
$572K
TWP
182
Triad Wealth Partners
Kansas
$558K
BAM
183
Bellevue Asset Management
Washington
$546K
SIS
184
Sound Income Strategies
Florida
$542K
ASN
185
Advisory Services Network
Georgia
$541K
KLCM
186
KG&L Capital Management
Louisiana
$541K
NS
187
NBC Securities
Alabama
$533K
PTC
188
Private Trust Company
Ohio
$516K
BWM
189
BAM Wealth Management
Colorado
$514K
HIW
190
Holos Integrated Wealth
Pennsylvania
$512K
SF
191
Summit Financial
New Jersey
$496K
Citigroup
192
Citigroup
New York
$478K
UWM
193
USAdvisors Wealth Management
Minnesota
$478K
CCFM
194
Clear Creek Financial Management
Washington
$468K
DC
195
Davenport & Co
Virginia
$467K
QWM
196
Quadcap Wealth Management
Texas
$460K
MMA
197
Miracle Mile Advisors
California
$447K
FFN
198
Focus Financial Network
Minnesota
$445K
DAS
199
Dynamic Advisor Solutions
Arizona
$445K
AOWM
200
Asset One Wealth Management
Washington
$444K