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First Trust Smith Opportunistic Fixed Income ETF

312 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 36 funds opening new positions, 126 increasing their positions, 121 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 17

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

5% more funds holding

Funds holding: 297312 (+15)

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
312
Holders Change
+15
Holders Change %
+5.05%
% of All Funds
3.8%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.11%
New
36
Increased
126
Reduced
121
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$393M +$9.27M +208,089 +2%
LPL Financial
2
LPL Financial
California
$314M +$27.3M +612,706 +9%
Wells Fargo
3
Wells Fargo
California
$263M +$10.8M +241,881 +4%
Ameriprise
4
Ameriprise
Minnesota
$145M +$23.1M +518,165 +19%
Raymond James Financial
5
Raymond James Financial
Florida
$128M +$7.76M +174,165 +6%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$96.8M -$3.82M -85,893 -4%
UBS Group
7
UBS Group
Switzerland
$67.6M +$35.9M +806,153 +112%
HighTower Advisors
8
HighTower Advisors
Illinois
$63.9M +$26.6M +596,226 +71%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$63.6M +$3.75M +84,129 +6%
Truist Financial
10
Truist Financial
North Carolina
$51.7M -$5.15M -115,700 -9%
Bank of America
11
Bank of America
North Carolina
$45M +$13M +291,483 +40%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$42M +$212K +4,758 +0.5%
Osaic Holdings
13
Osaic Holdings
Arizona
$37.3M -$17.3M -388,213 -32%
NA
14
NewEdge Advisors
Louisiana
$34.5M +$12.7M +285,894 +58%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$33.3M -$5.08M -114,175 -13%
CFS
16
Commonwealth Financial Services
West Virginia
$32.1M +$426K +9,559 +1%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$31.8M +$6.07M +136,363 +24%
P
18
&Partners
Tennessee
$30.1M -$551K -12,380 -2%
Mariner
19
Mariner
Kansas
$28.1M +$9.26M +207,841 +49%
GLR
20
Great Lakes Retirement
Ohio
$27.6M +$478K +10,737 +2%
GWM
21
GDS Wealth Management
Texas
$27M +$3.9M +87,521 +17%
AAP
22
Arax Advisory Partners
Colorado
$26.4M -$61.9M -1,389,613 -70%
GWM
23
Geneos Wealth Management
Colorado
$25M +$235K +5,280 +0.9%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$24.3M -$4.96M -111,291 -17%
Stifel Financial
25
Stifel Financial
Missouri
$23.9M +$573K +12,862 +2%