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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
BNP Paribas Financial Markets
326
BNP Paribas Financial Markets
France
$438
BIG
327
Brooklyn Investment Group
New York
$134
Fidelity Investments
328
Fidelity Investments
Massachusetts
$88
WWM
329
Wolff Wiese Magana
California
$44
SIS
330
Sound Income Strategies
Florida
$24
IAA
331
Independent Advisor Alliance
North Carolina
OIA
332
OneDigital Investment Advisors
Kansas
SI
333
Stephens Inc
Arkansas
RSF
334
Rik Saylor Financial
Ohio
SW
335
Simplicity Wealth
New Jersey
LWM
336
Laidlaw Wealth Management
New York
CFGS
337
Concourse Financial Group Securities
Alabama
PAS
338
Park Avenue Securities
New York
MWM
339
Maripau Wealth Management
Indiana
IWA
340
Icon Wealth Advisors
Texas
TFA
341
Tranquilli Financial Advisor
New Jersey
MAM
342
Milestone Asset Management
Pennsylvania
MSAM
343
Moloney Securities Asset Management
Missouri
LI
344
LVZ Inc
Michigan
CWA
345
Clarus Wealth Advisors
Arizona
CAPTRUST Financial Advisors
346
CAPTRUST Financial Advisors
North Carolina
TSS
347
Two Sigma Securities
New York
Millennium Management
348
Millennium Management
New York
NCFG
349
New Century Financial Group
New Jersey
BlackRock
350
BlackRock
New York