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First Trust Smith Opportunistic Fixed Income ETF

312 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 36 funds opening new positions, 126 increasing their positions, 121 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
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
NW
176
NewEdge Wealth
Pennsylvania
$610K
CWM
177
Collaborative Wealth Management
Florida
$609K
FFS
178
Founders Financial Securities
Maryland
$599K
BWA
179
BlueChip Wealth Advisors
Georgia
$589K
PEWA
180
Pacific Excel Wealth Advisors
California
$589K
EGM
181
Engineers Gate Manager
New York
$574K
CCA
182
Cottonwood Capital Advisors
Utah
$573K
CWA
183
Crusonia Wealth Advisors
Colorado
$572K
TWP
184
Triad Wealth Partners
Kansas
$558K
BAM
185
Bellevue Asset Management
Washington
$546K
SIS
186
Sound Income Strategies
Florida
$542K
ASN
187
Advisory Services Network
Georgia
$541K
KLCM
188
KG&L Capital Management
Louisiana
$541K
NS
189
NBC Securities
Alabama
$533K
PTC
190
Private Trust Company
Ohio
$516K
BWM
191
BAM Wealth Management
Colorado
$514K
HIW
192
Holos Integrated Wealth
Pennsylvania
$512K
SF
193
Summit Financial
New Jersey
$496K
Citigroup
194
Citigroup
New York
$478K
UWM
195
USAdvisors Wealth Management
Minnesota
$478K
CCFM
196
Clear Creek Financial Management
Washington
$468K
DC
197
Davenport & Co
Virginia
$467K
QWM
198
Quadcap Wealth Management
Texas
$460K
MMA
199
Miracle Mile Advisors
California
$447K
FFN
200
Focus Financial Network
Minnesota
$445K