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First Trust Smith Opportunistic Fixed Income ETF

297 hedge funds and large institutions have $2.6B invested in First Trust Smith Opportunistic Fixed Income ETF in 2025 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 120 increasing their positions, 129 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.68% more ownership

Funds ownership: 74.96%77.64% (+2.7%)

1% more capital invested

Capital invested by funds: $2.56B → $2.6B (+$36.6M)

7% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 129

5% less funds holding

Funds holding: 312297 (-15)

25% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 32

33% less funds holding in top 10

Funds holding in top 10: 128 (-4)

Holders
297
Holders Change
-15
Holders Change %
-4.81%
% of All Funds
3.9%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
24
Increased
120
Reduced
129
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWP
201
Triad Wealth Partners
Kansas
$505K +$500K +11,369 New
KLCM
202
KG&L Capital Management
Louisiana
$503K +$21.8K +496 +5%
GRP
203
Global Retirement Partners
California
$487K +$96K +2,182 +25%
QWM
204
Quadcap Wealth Management
Texas
$461K -$19.8K -450 -4%
SAM
205
Smithbridge Asset Management
Pennsylvania
$439K +$435K +9,885 New
FFN
206
Focus Financial Network
Minnesota
$426K +$8.01K +182 +2%
LWM
207
Lighthouse Wealth Management
Ohio
$425K +$616 +14 +0.1%
NG
208
Novem Group
New York
$425K +$1.32K +30 +0.3%
PTC
209
Private Trust Company
Ohio
$424K -$103K -2,348 -20%
MMA
210
Miracle Mile Advisors
California
$420K
PCS
211
Private Client Services
Kentucky
$417K -$186K -4,223 -31%
AWM
212
Apollon Wealth Management
South Carolina
$412K +$2.82K +64 +0.7%
SWM
213
Spire Wealth Management
Virginia
$412K -$213K -4,838 -34%
Citigroup
214
Citigroup
New York
$406K +$19.5K +444 +5%
PS
215
Principal Securities
Iowa
$406K +$16.9K +384 +4%
DC
216
Davenport & Co
Virginia
$402K +$17.4K +395 +5%
MWM
217
Modern Wealth Management
Kansas
$395K -$155K -3,521 -28%
AFP
218
Ausdal Financial Partners
Iowa
$383K -$878K -19,948 -70%
OPA
219
Old Port Advisors
Maine
$378K -$792 -18 -0.2%
PFGIA
220
Patriot Financial Group Insurance Agency
Massachusetts
$361K -$6.69K -152 -2%
OFS
221
OneAscent Financial Services
Alabama
$358K +$17.6K +401 +5%
VHAM
222
Van Hulzen Asset Management
California
$351K
JWCA
223
J.W. Cole Advisors
Florida
$338K +$6.42K +146 +2%
AFG
224
ABLE Financial Group
Arizona
$336K +$14K +319 +4%
RIA
225
Regal Investment Advisors
Michigan
$317K -$15.4K -349 -5%