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First Trust Smith Opportunistic Fixed Income ETF

318 hedge funds and large institutions have $2.64B invested in First Trust Smith Opportunistic Fixed Income ETF in 2026 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 129 increasing their positions, 124 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
318
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
Name Holding Trade Value Shares
Change
Change in
Stake
NW
176
NewEdge Wealth
Pennsylvania
$602K
ASN
177
Advisory Services Network
Georgia
$593K
UAG
178
United Advisor Group
Ohio
$572K
CWA
179
Crusonia Wealth Advisors
Colorado
$564K
CCA
180
Cottonwood Capital Advisors
Utah
$562K
KLCM
181
KG&L Capital Management
Louisiana
$542K
BAM
182
Bellevue Asset Management
Washington
$540K
NG
183
Novem Group
New York
$537K
PTC
184
Private Trust Company
Ohio
$534K
SIS
185
Sound Income Strategies
Florida
$499K
NS
186
NBC Securities
Alabama
$497K
JP Morgan Chase
187
JP Morgan Chase
New York
$495K
OIA
188
OneDigital Investment Advisors
Kansas
$491K
SAI
189
Savvy Advisors Inc
New York
$488K
DC
190
Davenport & Co
Virginia
$484K
Citigroup
191
Citigroup
New York
$472K
UWM
192
USAdvisors Wealth Management
Minnesota
$457K
CCFM
193
Clear Creek Financial Management
Washington
$453K
QWM
194
Quadcap Wealth Management
Texas
$452K
ACM
195
Andina Capital Management
Utah
$446K
MMA
196
Miracle Mile Advisors
California
$443K
FFN
197
Focus Financial Network
Minnesota
$440K
PS
198
Principal Securities
Iowa
$440K
AOWM
199
Asset One Wealth Management
Washington
$439K
PCS
200
Private Client Services
Kentucky
$413K