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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
AFA
51
American Financial Advisors
Georgia
$10.4M
KAS
52
Kestra Advisory Services
Texas
$10.2M
BAM
53
Bellevue Asset Management
Washington
$10.2M
LA
54
LexAurum Advisors
Kansas
$9.93M
OWM
55
Opes Wealth Management
California
$9.48M
IA
56
IFP Advisors
Florida
$9.17M
TPWA
57
Twin Peaks Wealth Advisors
California
$9.07M
HFS
58
Howard Financial Services
Texas
$8.55M
MML Investors Services
59
MML Investors Services
Massachusetts
$8.42M
AAS
60
Ameritas Advisory Services
Nebraska
$8.38M
PNC
61
Park National Corp
Ohio
$7.82M
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$7.28M
Jane Street
63
Jane Street
New York
$6.81M
DAS
64
Dynamic Advisor Solutions
Arizona
$6.32M
LWMNY
65
Landmark Wealth Management (New York)
New York
$6.11M
CF
66
Centaurus Financial
California
$6.06M
AWS
67
Atria Wealth Solutions
New York
$5.94M
SWP
68
Stratos Wealth Partners
Ohio
$5.93M
FAIM
69
Financial Advocates Investment Management
Washington
$5.9M
First Trust Advisors
70
First Trust Advisors
Illinois
$5.64M
FPWM
71
FSB Premier Wealth Management
Iowa
$5.64M
BAWM
72
Bennett Associates Wealth Management
Pennsylvania
$5.6M
VCM
73
Virtue Capital Management
Tennessee
$5.54M
KWM
74
Kingsview Wealth Management
Oregon
$5.4M
SOS
75
Silver Oak Securities
Tennessee
$5.38M