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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
DA
26
Drake & Associates
Wisconsin
$24.7M
Baird Financial Group
27
Baird Financial Group
Wisconsin
$22.2M
EFG
28
Elios Financial Group
Ohio
$21.5M
PFS
29
Prospera Financial Services
Texas
$20.8M
AAP
30
Arax Advisory Partners
Colorado
$19.9M
LWP
31
LeClair Wealth Partners
Ohio
$19.9M
AWM
32
Axxcess Wealth Management
California
$19.8M
SFG
33
SNS Financial Group
Minnesota
$19.7M
GWM
34
GDS Wealth Management
Texas
$19.1M
OCFG
35
O'Connor Financial Group
Illinois
$18.5M
SPIA
36
Steward Partners Investment Advisory
New York
$18.3M
Mariner
37
Mariner
Kansas
$17.3M
AAS
38
Avantax Advisory Services
Texas
$16M
Citadel Advisors
39
Citadel Advisors
Florida
$15.9M
TAM
40
TCP Asset Management
Ohio
$15M
AFA
41
Alpha Financial Advisors
North Carolina
$14.9M
CAAS
42
Capital Asset Advisory Services
Michigan
$14.7M
CAS
43
Coppell Advisory Solutions
Texas
$14M
DWMS
44
Dominguez Wealth Management Solutions
Virginia
$13.6M
PSCM
45
Per Stirling Capital Management
Texas
$13.3M
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$13M
HI
47
Harbour Investments
Wisconsin
$12.3M
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$11.4M
CWM
49
Cornerstone Wealth Management
Missouri
$10.6M
TCM
50
Triumph Capital Management
Colorado
$10.5M