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First Trust Smith Opportunistic Fixed Income ETF

286 hedge funds and large institutions have $2.57B invested in First Trust Smith Opportunistic Fixed Income ETF in 2025 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 116 increasing their positions, 123 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

28% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 32

33% less funds holding in top 10

Funds holding in top 10: 128 (-4)

Holders
286
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
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
NG
201
Novem Group
New York
$425K
PTC
202
Private Trust Company
Ohio
$424K
MMA
203
Miracle Mile Advisors
California
$420K
PCS
204
Private Client Services
Kentucky
$417K
AWM
205
Apollon Wealth Management
South Carolina
$412K
SWM
206
Spire Wealth Management
Virginia
$412K
Citigroup
207
Citigroup
New York
$406K
PS
208
Principal Securities
Iowa
$406K
DC
209
Davenport & Co
Virginia
$402K
MWM
210
Modern Wealth Management
Kansas
$395K
AFP
211
Ausdal Financial Partners
Iowa
$383K
OPA
212
Old Port Advisors
Maine
$378K
PFGIA
213
Patriot Financial Group Insurance Agency
Massachusetts
$361K
OFS
214
OneAscent Financial Services
Alabama
$358K
VHAM
215
Van Hulzen Asset Management
California
$351K
JWCA
216
J.W. Cole Advisors
Florida
$338K
AFG
217
ABLE Financial Group
Arizona
$336K
RIA
218
Regal Investment Advisors
Michigan
$317K
SWP
219
ShoreHaven Wealth Partners
New Jersey
$312K
FHC
220
First Heartland Consultants
Missouri
$295K
EC
221
EdgeRock Capital
Colorado
$293K
CL
222
Choreo LLC
Illinois
$291K
PA
223
Pinnacle Associates
New York
$291K
CFG
224
Cooper Financial Group
California
$282K
GM
225
GeoWealth Management
Illinois
$282K