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First Trust Smith Opportunistic Fixed Income ETF

295 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, 127 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:

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
295
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
KLCM
201
KG&L Capital Management
Louisiana
$503K
GRP
202
Global Retirement Partners
California
$487K
QWM
203
Quadcap Wealth Management
Texas
$461K
SAM
204
Smithbridge Asset Management
Pennsylvania
$439K
FFN
205
Focus Financial Network
Minnesota
$426K
LWM
206
Lighthouse Wealth Management
Ohio
$425K
NG
207
Novem Group
New York
$425K
PTC
208
Private Trust Company
Ohio
$424K
MMA
209
Miracle Mile Advisors
California
$420K
PCS
210
Private Client Services
Kentucky
$417K
AWM
211
Apollon Wealth Management
South Carolina
$412K
SWM
212
Spire Wealth Management
Virginia
$412K
Citigroup
213
Citigroup
New York
$406K
PS
214
Principal Securities
Iowa
$406K
DC
215
Davenport & Co
Virginia
$402K
MWM
216
Modern Wealth Management
Kansas
$395K
AFP
217
Ausdal Financial Partners
Iowa
$383K
OPA
218
Old Port Advisors
Maine
$378K
PFGIA
219
Patriot Financial Group Insurance Agency
Massachusetts
$361K
OFS
220
OneAscent Financial Services
Alabama
$358K
VHAM
221
Van Hulzen Asset Management
California
$351K
JWCA
222
J.W. Cole Advisors
Florida
$338K
AFG
223
ABLE Financial Group
Arizona
$336K
RIA
224
Regal Investment Advisors
Michigan
$317K
SWP
225
ShoreHaven Wealth Partners
New Jersey
$312K