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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
EPW
301
Evergreen Private Wealth
Colorado
$35.4K
Q1WB
302
Quest 10 Wealth Builders
Virginia
$27.6K
BCMLT
303
Beacon Capital Management LLC (Tennessee)
Tennessee
$24.7K
Qube Research & Technologies (QRT)
304
Qube Research & Technologies (QRT)
United Kingdom
$23.7K
TLA
305
Tanglewood Legacy Advisors
Texas
$21K
AF
306
Advisornet Financial
Minnesota
$20.1K
AG
307
AmeriFlex Group
Nevada
$19.3K
Jones Financial Companies
308
Jones Financial Companies
Missouri
$17.6K
AW
309
Avion Wealth
Texas
$17K
MIM
310
Marshall Investment Management
Colorado
$16.7K
TSMHT
311
Thurston Springer Miller Herd & Titak
Indiana
$14.2K
T
312
Tidemark
California
$13.2K
PNC Financial Services Group
313
PNC Financial Services Group
Pennsylvania
$12.6K
HI
314
Horizon Investments
North Carolina
$11.1K
ANBT
315
American National Bank & Trust
Texas
$8.68K
PSFG
316
Park Square Financial Group
Georgia
$8.46K
T
317
Transce3nd
Texas
$7.19K
IWM
318
IMG Wealth Management
Florida
$6.28K
FFA
319
Founders Financial Alliance
North Carolina
$6.09K
HFS
320
Hantz Financial Services
Michigan
$5K
GCM
321
GKV Capital Management
California
$3.2K
BWM
322
Bernard Wealth Management
Michigan
$1.43K
NWM
323
Nova Wealth Management
Florida
$1.31K
KWM
324
Kiker Wealth Management
Georgia
$877
SAS
325
Spurstone Advisory Services
Connecticut
$526