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First Trust Smith Opportunistic Fixed Income ETF

330 hedge funds and large institutions have $3.08B invested in First Trust Smith Opportunistic Fixed Income ETF in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 91 increasing their positions, 192 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

33% less funds holding in top 10

Funds holding in top 10: 2718 (-9)

43% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 37

53% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 192

Holders
330
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.48M
Puts
$925K
Net Calls
Net Calls Change

Top Sellers

1 -$73.2M
2 -$65.4M
3 -$57.3M
4
LPL Financial
LPL Financial
California
-$48.1M
5
Morgan Stanley
Morgan Stanley
New York
-$41.1M
Name Holding Trade Value Shares
Change
Change in
Stake
TC
226
TownSquare Capital
Utah
$513K
CIAS
227
Capital Investment Advisory Services
North Carolina
$506K
WS
228
Wedbush Securities
California
$493K
LWM
229
Lighthouse Wealth Management
Ohio
$487K
FHC
230
First Heartland Consultants
Missouri
$482K
QWM
231
Quadcap Wealth Management
Texas
$474K
KWM
232
Kaydan Wealth Management
Michigan
$472K
ASN
233
Advisory Services Network
Georgia
$471K
MFS
234
Madrona Financial Services
Washington
$460K
OPA
235
Old Port Advisors
Maine
$424K
KLCM
236
KG&L Capital Management
Louisiana
$421K
Cerity Partners
237
Cerity Partners
New York
$411K
PFGIA
238
Patriot Financial Group Insurance Agency
Massachusetts
$402K
NG
239
Novem Group
New York
$388K
Citigroup
240
Citigroup
New York
$386K
IC
241
Inscription Capital
Texas
$378K
OFS
242
OneAscent Financial Services
Alabama
$368K
TA
243
TrueWealth Advisors
Alabama
$362K
SB
244
Strategic Blueprint
Georgia
$359K
VHAM
245
Van Hulzen Asset Management
California
$346K
FFN
246
Focus Financial Network
Minnesota
$346K
PS
247
Principal Securities
Iowa
$345K
KAM
248
Knightsbridge Asset Management
California
$343K
RF
249
Rossby Financial
Florida
$341K
AFG
250
ABLE Financial Group
Arizona
$320K