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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
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
BCMLT
281
Beacon Capital Management LLC (Tennessee)
Tennessee
$25K
TIM
282
Total Investment Management
Arizona
$22.8K
TLA
283
Tanglewood Legacy Advisors
Texas
$21.1K
AF
284
Advisornet Financial
Minnesota
$20.1K
AG
285
AmeriFlex Group
Nevada
$19.3K
T
286
Transce3nd
Texas
$19.2K
AW
287
Avion Wealth
Texas
$18K
CAWM
288
Capital A Wealth Management
Pennsylvania
$15.6K
TSMHT
289
Thurston Springer Miller Herd & Titak
Indiana
$14.3K
PNC Financial Services Group
290
PNC Financial Services Group
Pennsylvania
$12.5K
T
291
Tidemark
California
$11.1K
ANBT
292
American National Bank & Trust
Texas
$8.69K
PSFG
293
Park Square Financial Group
Georgia
$8.47K
FFA
294
Founders Financial Alliance
North Carolina
$7.07K
IWM
295
IMG Wealth Management
Florida
$6.29K
Jones Financial Companies
296
Jones Financial Companies
Missouri
$5.55K
HFS
297
Hantz Financial Services
Michigan
$5K
HNB
298
Hilltop National Bank
Wyoming
$4.21K
SWP
299
Strategic Wealth Partners
Ohio
$2.06K
BWM
300
Bernard Wealth Management
Michigan
$1.43K