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First Trust Smith Opportunistic Fixed Income ETF

306 hedge funds and large institutions have $2.55B invested in First Trust Smith Opportunistic Fixed Income ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 95 increasing their positions, 171 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less funds holding in top 10

Funds holding in top 10:

44% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 171

60% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 35

Holders
306
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.53M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DC
226
Davenport & Co
Virginia
$380K
OPA
227
Old Port Advisors
Maine
$374K
PFGIA
228
Patriot Financial Group Insurance Agency
Massachusetts
$363K
VHAM
229
Van Hulzen Asset Management
California
$347K
RF
230
Rossby Financial
Florida
$343K
TA
231
TrueWealth Advisors
Alabama
$342K
OFS
232
OneAscent Financial Services
Alabama
$336K
RIA
233
Regal Investment Advisors
Michigan
$329K
JWCA
234
J.W. Cole Advisors
Florida
$328K
AFG
235
ABLE Financial Group
Arizona
$318K
SB
236
Strategic Blueprint
Georgia
$315K
EC
237
EdgeRock Capital
Colorado
$289K
PA
238
Pinnacle Associates
New York
$288K
CAM
239
Cozad Asset Management
Illinois
$285K
KFGK
240
Keystone Financial Group (Kentucky)
Kentucky
$279K
SC
241
Schubert & Co
Texas
$279K
LBC
242
Leigh Baldwin & Co
New York
$277K
CFG
243
Cooper Financial Group
California
$276K
GS
244
GTS Securities
New York
$272K
GWM
245
Gibbs Wealth Management
Georgia
$268K
AF
246
Allworth Financial
California
$266K
QCIG
247
Quad-Cities Investment Group
Iowa
$265K
GM
248
GeoWealth Management
Illinois
$265K
MFS
249
Madrona Financial Services
Washington
$262K
BFA
250
Beacon Financial Advisory
Ohio
$254K