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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
RIA
251
Regal Investment Advisors
Michigan
$317K
SWIA
252
Solano Wealth Investment Advisors
California
$312K
JWCA
253
J.W. Cole Advisors
Florida
$311K
KFGK
254
Keystone Financial Group (Kentucky)
Kentucky
$310K
M1FG
255
Mach-1 Financial Group
Arkansas
$307K
QCIG
256
Quad-Cities Investment Group
Iowa
$302K
SB
257
Sunflower Bank
Texas
$300K
EC
258
EdgeRock Capital
Colorado
$289K
PA
259
Pinnacle Associates
New York
$287K
AA
260
Armis Advisers
Georgia
$281K
LBC
261
Leigh Baldwin & Co
New York
$280K
CFG
262
Cooper Financial Group
California
$277K
GM
263
GeoWealth Management
Illinois
$274K
AF
264
Allworth Financial
California
$273K
SFC
265
Strategic Financial Concepts
Texas
$271K
DC
266
Davenport & Co
Virginia
$262K
CCM
267
Chiron Capital Management
Florida
$253K
BFA
268
Beacon Financial Advisory
Ohio
$250K
SWP
269
ShoreHaven Wealth Partners
New Jersey
$241K
TCA
270
Transcend Capital Advisors
New Jersey
$240K
BWM
271
BlackDiamond Wealth Management
New York
$239K
EGM
272
Engineers Gate Manager
New York
$235K
IAIM
273
International Assets Investment Management
Florida
$234K
KWA
274
Kingswood Wealth Advisors
California
$231K
WWA
275
Wealth Watch Advisors
Colorado
$228K