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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
LSA
276
Lion Street Advisors
Texas
$227K
HF
277
HRT Financial
New York
$222K
GCA
278
Genesee Capital Advisors
New York
$219K
AWA
279
Arkadios Wealth Advisors
Georgia
$219K
SP
280
Stablepoint Partners
Massachusetts
$218K
SIM
281
Synergy Investment Management
Florida
$218K
HH
282
Hilltop Holdings
Texas
$216K
CPRC
283
Consolidated Portfolio Review Corp
New York
$213K
AIFAIM
284
American Institute for Advanced Investment Management
Arizona
$208K
SAW
285
Signal Advisors Wealth
Michigan
$207K
IA
286
Integrity Alliance
Iowa
$205K
EFG
287
Ethos Financial Group
Pennsylvania
$204K
TCM
288
TD Capital Management
Tennessee
$192K
FPF
289
First Pacific Financial
Washington
$176K
BWL
290
Bogart Wealth LLC
Virginia
$139K
SS
291
SBI Securities
Japan
$132K
IF
292
Integrity Financial
Wyoming
$117K
WWM
293
Wagner Wealth Management
South Carolina
$102K
S
294
SignatureFD
Georgia
$87.7K
CA
295
Clearstead Advisors
Ohio
$81.6K
US Bancorp
296
US Bancorp
Minnesota
$75.5K
RCM
297
Raleigh Capital Management
North Carolina
$72.7K
EWM
298
EPG Wealth Management
Georgia
$65.8K
RWPA
299
Richard W. Paul & Associates
Michigan
$55.9K
MCM
300
MAI Capital Management
Ohio
$52.1K