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First Trust Smith Opportunistic Fixed Income ETF

313 hedge funds and large institutions have $2.71B invested in First Trust Smith Opportunistic Fixed Income ETF in 2025 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 126 increasing their positions, 121 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 17

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

5% more funds holding

Funds holding: 297313 (+16)

4% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 121

4% more capital invested

Capital invested by funds: $2.6B → $2.71B (+$106M)

0.83% more ownership

Funds ownership: 77.64%78.47% (+0.83%)

Holders
313
Holders Change
+16
Holders Change %
+5.39%
% of All Funds
3.81%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.11%
New
37
Increased
126
Reduced
121
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DAS
201
Dynamic Advisor Solutions
Arizona
$445K -$6.33M -142,260 -93%
AOWM
202
Asset One Wealth Management
Washington
$444K +$447K +10,041 New
Jane Street
203
Jane Street
New York
$437K -$6.76M -151,800 -94%
TSS
204
Two Sigma Securities
New York
$436K +$438K +9,835 New
MWM
205
Maridea Wealth Management
New York
$431K -$537K -12,059 -55%
Corient Private Wealth
206
Corient Private Wealth
Florida
$429K +$432K +9,690 New
PS
207
Principal Securities
Iowa
$429K +$23.7K +532 +6%
PCS
208
Private Client Services
Kentucky
$416K
AWM
209
Apollon Wealth Management
South Carolina
$412K +$846 +19 +0.2%
LWM
210
Lighthouse Wealth Management
Ohio
$395K -$29.3K -659 -7%
TWM
211
TCFG Wealth Management
California
$387K -$173K -3,882 -31%
SCM
212
Seascape Capital Management
New Hampshire
$382K +$384K +8,612 New
AFP
213
Ausdal Financial Partners
Iowa
$382K +$45 +1 +0%
EL
214
EQ LLC
Washington
$367K -$556K -12,483 -60%
SWM
215
Spire Wealth Management
Virginia
$363K -$48.5K -1,088 -12%
OPA
216
Old Port Advisors
Maine
$362K -$14.5K -325 -4%
OFS
217
OneAscent Financial Services
Alabama
$357K -$445 -10 -0.1%
PFGIA
218
Patriot Financial Group Insurance Agency
Massachusetts
$354K -$5.52K -124 -2%
IAN
219
Integrated Advisors Network
Texas
$352K -$442K -9,929 -56%
Millennium Management
220
Millennium Management
New York
$352K +$353K +7,937 New
VHAM
221
Van Hulzen Asset Management
California
$350K
RFN
222
RDA Financial Network
Iowa
$348K -$1.98M -44,367 -85%
KFGK
223
Keystone Financial Group (Kentucky)
Kentucky
$345K +$347K +7,793 New
KFG
224
Kingdom Financial Group
Arizona
$343K +$345K +7,749 New
AFG
225
ABLE Financial Group
Arizona
$343K +$7.04K +158 +2%