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First Trust Smith Opportunistic Fixed Income ETF

307 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
307
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
MCM
276
MAI Capital Management
Ohio
$52.1K
WWM
277
Wagner Wealth Management
South Carolina
$49.7K
GWSG
278
GPS Wealth Strategies Group
Colorado
$41.7K
JPMorgan Chase & Co
279
JPMorgan Chase & Co
New York
$39.5K
EPW
280
Evergreen Private Wealth
Colorado
$35.4K
Q1WB
281
Quest 10 Wealth Builders
Virginia
$27.7K
BCMLT
282
Beacon Capital Management LLC (Tennessee)
Tennessee
$25K
TIM
283
Total Investment Management
Arizona
$22.8K
TLA
284
Tanglewood Legacy Advisors
Texas
$21.1K
AF
285
Advisornet Financial
Minnesota
$20.1K
AG
286
AmeriFlex Group
Nevada
$19.3K
T
287
Transce3nd
Texas
$19.2K
AW
288
Avion Wealth
Texas
$18K
CAWM
289
Capital A Wealth Management
Pennsylvania
$15.6K
TSMHT
290
Thurston Springer Miller Herd & Titak
Indiana
$14.3K
PNC Financial Services Group
291
PNC Financial Services Group
Pennsylvania
$12.5K
T
292
Tidemark
California
$11.1K
ANBT
293
American National Bank & Trust
Texas
$8.69K
PSFG
294
Park Square Financial Group
Georgia
$8.47K
FFA
295
Founders Financial Alliance
North Carolina
$7.07K
IWM
296
IMG Wealth Management
Florida
$6.29K
Jones Financial Companies
297
Jones Financial Companies
Missouri
$5.55K
HFS
298
Hantz Financial Services
Michigan
$5K
HNB
299
Hilltop National Bank
Wyoming
$4.21K
SWP
300
Strategic Wealth Partners
Ohio
$2.06K