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First Trust Smith Opportunistic Fixed Income ETF

291 hedge funds and large institutions have $2.58B 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, 128 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
291
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
SAM
201
Smithbridge Asset Management
Pennsylvania
$439K
FFN
202
Focus Financial Network
Minnesota
$426K
LWM
203
Lighthouse Wealth Management
Ohio
$425K
NG
204
Novem Group
New York
$425K
PTC
205
Private Trust Company
Ohio
$424K
MMA
206
Miracle Mile Advisors
California
$420K
PCS
207
Private Client Services
Kentucky
$417K
AWM
208
Apollon Wealth Management
South Carolina
$412K
SWM
209
Spire Wealth Management
Virginia
$412K
Citigroup
210
Citigroup
New York
$406K
PS
211
Principal Securities
Iowa
$406K
DC
212
Davenport & Co
Virginia
$402K
MWM
213
Modern Wealth Management
Kansas
$395K
AFP
214
Ausdal Financial Partners
Iowa
$383K
OPA
215
Old Port Advisors
Maine
$378K
PFGIA
216
Patriot Financial Group Insurance Agency
Massachusetts
$361K
OFS
217
OneAscent Financial Services
Alabama
$358K
VHAM
218
Van Hulzen Asset Management
California
$351K
JWCA
219
J.W. Cole Advisors
Florida
$338K
AFG
220
ABLE Financial Group
Arizona
$336K
RIA
221
Regal Investment Advisors
Michigan
$317K
SWP
222
ShoreHaven Wealth Partners
New Jersey
$312K
TAM
223
Tucker Asset Management
Colorado
$310K
FHC
224
First Heartland Consultants
Missouri
$295K
EC
225
EdgeRock Capital
Colorado
$293K