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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
Cerity Partners
251
Cerity Partners
New York
$248K
SWP
252
ShoreHaven Wealth Partners
New Jersey
$244K
KAM
253
Knightsbridge Asset Management
California
$241K
WWA
254
Wealth Watch Advisors
Colorado
$233K
HH
255
Hilltop Holdings
Texas
$230K
AWA
256
Arkadios Wealth Advisors
Georgia
$228K
LSA
257
Lion Street Advisors
Texas
$228K
SWIA
258
Solano Wealth Investment Advisors
California
$217K
SP
259
Stablepoint Partners
Massachusetts
$217K
Qube Research & Technologies (QRT)
260
Qube Research & Technologies (QRT)
United Kingdom
$215K
CAAS
261
Capital Asset Advisory Services
Michigan
$214K
IAIM
262
International Assets Investment Management
Florida
$212K
TFP
263
Traction Financial Partners
Wyoming
$208K
RFA
264
ROI Financial Advisors
Oregon
$204K
GFG
265
Goldstone Financial Group
Illinois
$202K
TCM
266
TD Capital Management
Tennessee
$194K
FPF
267
First Pacific Financial
Washington
$178K
CAM
268
Creekmur Asset Management
Illinois
$167K
SA
269
Scarborough Advisors
Maryland
$138K
SS
270
SBI Securities
Japan
$132K
BWL
271
Bogart Wealth LLC
Virginia
$123K
IF
272
Integrity Financial
Wyoming
$92.3K
CA
273
Clearstead Advisors
Ohio
$82.5K
RCM
274
Raleigh Capital Management
North Carolina
$73.5K
RWPA
275
Richard W. Paul & Associates
Michigan
$56K