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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
Morgan Stanley
1
Morgan Stanley
New York
$384M +$7.17M +163,032 +2%
LPL Financial
2
LPL Financial
California
$287M +$2.37M +53,767 +0.8%
Wells Fargo
3
Wells Fargo
California
$253M +$20.6M +469,309 +9%
Ameriprise
4
Ameriprise
Minnesota
$122M -$3.28M -74,469 -3%
Raymond James Financial
5
Raymond James Financial
Florida
$121M -$32.3K -735 -0%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$101M +$4.79M +108,814 +5%
AAP
7
Arax Advisory Partners
Colorado
$67.7M +$63.8M +1,450,197 +270%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$60M +$6.45M +146,564 +12%
Truist Financial
9
Truist Financial
North Carolina
$56.9M +$844K +19,175 +2%
Osaic Holdings
10
Osaic Holdings
Arizona
$54.2M +$2.38M +54,197 +5%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$41.9M +$9.36M +212,794 +29%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$38.5M +$1.83M +41,561 +5%
HighTower Advisors
13
HighTower Advisors
Illinois
$37.5M +$124K +2,811 +0.3%
Bank of America
14
Bank of America
North Carolina
$32.1M -$664K -15,100 -2%
UBS Group
15
UBS Group
Switzerland
$31.9M -$5.64M -128,288 -15%
CFS
16
Commonwealth Financial Services
West Virginia
$31.8M +$370K +8,421 +1%
P
17
&Partners
Tennessee
$30.8M -$6.5M -147,850 -18%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$29.3M -$8.86M -201,467 -23%
GLR
19
Great Lakes Retirement
Ohio
$27.2M +$780K +17,729 +3%
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$25.7M +$24.2M +550,543 +1,940%
GWM
21
Geneos Wealth Management
Colorado
$24.9M +$840K +19,100 +4%
PFS
22
Prospera Financial Services
Texas
$23.7M -$2.77K -63 -0%
Stifel Financial
23
Stifel Financial
Missouri
$23.4M -$582K -13,224 -2%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$23.4M +$7.68M +174,670 +50%
LWP
25
LeClair Wealth Partners
Ohio
$23.3M +$515K +11,711 +2%