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First Trust Smith Opportunistic Fixed Income ETF

320 hedge funds and large institutions have $2.67B invested in First Trust Smith Opportunistic Fixed Income ETF in 2026 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 131 increasing their positions, 123 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 26

3% more funds holding

Funds holding: 312320 (+8)

7% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 123

0.1% more ownership

Funds ownership: 78.47%78.57% (+0.1%)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

1% less capital invested

Capital invested by funds: $2.71B → $2.67B (-$35M)

Holders
320
Holders Change
+8
Holders Change %
+2.56%
% of All Funds
3.94%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
39
Increased
131
Reduced
123
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$388M +$2.11M +47,710 +0.5%
LPL Financial
2
LPL Financial
California
$353M +$45M +1,016,129 +14%
Wells Fargo
3
Wells Fargo
California
$260M +$1.06M +23,999 +0.4%
Raymond James Financial
4
Raymond James Financial
Florida
$123M -$3.54M -79,958 -3%
Ameriprise
5
Ameriprise
Minnesota
$101M -$42.4M -958,923 -29%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$98.6M +$3.41M +76,926 +4%
HighTower Advisors
7
HighTower Advisors
Illinois
$71.5M +$8.84M +199,755 +14%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$67M +$4.53M +102,253 +7%
UBS Group
9
UBS Group
Switzerland
$66.9M +$485K +10,964 +0.7%
Truist Financial
10
Truist Financial
North Carolina
$52.3M +$1.51M +34,020 +3%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$41.2M -$81.5K -1,841 -0.2%
Bank of America
12
Bank of America
North Carolina
$39.9M -$4.37M -98,836 -10%
NA
13
NewEdge Advisors
Louisiana
$37.4M +$3.51M +79,396 +10%
GWM
14
Geneos Wealth Management
Colorado
$37.3M +$12.9M +291,705 +52%
CFS
15
Commonwealth Financial Services
West Virginia
$34.2M +$2.61M +58,871 +8%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$33.3M +$585K +13,212 +2%
Osaic Holdings
17
Osaic Holdings
Arizona
$33.1M -$3.64M -82,244 -10%
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$32.2M +$1.07M +24,239 +3%
P
19
&Partners
Tennessee
$31.9M +$2.28M +51,541 +8%
GWM
20
GDS Wealth Management
Texas
$29.9M +$3.43M +77,581 +13%
AAP
21
Arax Advisory Partners
Colorado
$27.9M +$1.87M +42,199 +7%
GLR
22
Great Lakes Retirement
Ohio
$27.8M +$678K +15,312 +2%
Stifel Financial
23
Stifel Financial
Missouri
$24.9M +$1.42M +32,051 +6%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$23.5M +$154K +3,475 +0.6%
PFS
25
Prospera Financial Services
Texas
$23.4M +$329K +7,439 +1%